Having choices is important in investing. We believe investors' plans should change as their lifestyles and needs do. We believe in a scientific approach to the process, taking time to thoroughly understand the client's current situation along with their long and short term goals. A plan is formed and implemented with the clients existing investments or perhaps new ones. We pride ourselves on serving multi generations of families and businesses with their financial needs.
Our firm provides help in the financial areas below:
Fee-Based
Financial Planning
- Asset Protection Strategies
- Charitable Planning Strategies
- Business Financial Planning
- Estate Planning and Trust Strategies
- Investment Management Planning
- Personal Financial Planning
- Retirement Planning
- Tax Planning
Insurance
- Annuities- Fixed, Indexed, Variable
- Disability Income
- Life Insurance- Term, Universal, Variable
- Long Term Care
Services Offered
- Asset Allocation Strategies
- Business Succession and Protection
- College Planning (529 Plans)
- Employee Benefits
- Insurance Review and Analysis
- Money and Cash Management
- Qualified Retirement Plan Design
Investments
- Exchange Traded Funds (ETF)
- Indexed Funds
- Real Estate Investment Trusts (REIT)
- Stocks, Bonds and Mutual Funds
- Unit Investment Trusts
Retirement Plans
- 401(k)- Business and Individuals
- Defined Benefit Plans
- IRA Rollovers
- Profit Sharing Plans
- SEP and SIMPLE Plans
- Traditional and Roth IRA