WHAT WE DO
We provide assistance in the following areas:
Investment Tools - Mutual Funds
- Common & Preferred Stock
- Exchange Traded Fund (ETF)
- Bonds
- Annuities
| Account Types - Fee-based Accounts
- Brokerage Accounts
- Simple IRA Plans
- SEP IRA Plans
- Traditional & Roth IRA Plans
|
Financial Planning - Retirement Plans
- Wealth Planning
- 401 (k) Planning
- 403 (b) Planning
- College 529 Plans
- Money Purchase Plans
- Profit Sharing Plans
- Gifting & Charitable Giving
- Budget, Cash Flow, Net Worth Analysis
| Insurance - Disability Income Insurance
- Life Insurance
- Long Term Care Insurance
- Asset Protection
|
We will Also partner with your Tax Advisor and/or Attorney to assist with Tax Planning and/or Estate & Trust Planning.
Our Process
Client Intake Process is all about finding out what you want to accomplish, and why it is important to you.
Financial Planning Process is the creation of the “road-map” that we will follow in helping you pursue those goals you gave us in the intake process.
Investment Management Process is the selection of the money managers and tools that do the work of taking us from point A to point B of the map we created in the planning process. Investment management also involves continuous monitoring and updating to changing goals, investment markets or priorities.
Review Process is our ongoing service and analyses with you, the client. Our goal here is to make sure you know three things; what you own, why you own it and that we are working together towards the goals and dreams you shared with us.
