Services
The financial management process begins with an in-depth evaluation of your current financial situation. Once we've established your overall objectives, we’ll focus on your specific goals.
With changing economic conditions and market swings, we advocate investing sensibly over the long run and maintaining an adequate level of insurance coverage. We work with you side by side so that you’re confident in and comfortable with the financial suggestions we make.
Some of the services we offer:
Investment Services
- Fee based managed accounts
- IRA (Traditional, Roth)
- Stocks
- ETF’s
- Bonds
- Mutual Funds
- Annuities
Financial Planning Services
- Asset allocation recommendations
- Complete Financial review
- Fact Finding & Needs Analysis
- Ongoing Monitoring
- Risk Assessment
Retirement Funding Strategies
- Pension Plan Strategies
- 403(b’s)/TSA’s
- IRA/Roth IRA’s
- Retirement Income Strategies
Insurance Services
- Life Insurance
- Long Term Care Insurance
- Term Insurance
- Fixed Annuities
Estate Preservation
- Charitable Giving Strategies
- Estate Analysis
- Gifting Strategies
- Strategies to reduce taxes
Business Planning Services
- Business Succession Strategies
- Buy/Sell Agreement Funding
- Deferred Compensation
- Key Person Insurance