Financial Planning

Our Services

Choosing a Service

There is a great deal of financial products and services in the market. Choosing the ones that seek to work best towards a client’s needs can be complicated. Informed decisions about products and services are best made after an assessment of personal objectives and needs. After meeting to determine this, you are better informed when the time comes to choose the products and services that address your unique situation.

Our Products & Services Include:

Retirement Income Planning
Wealth & Estate Planning
Fee Based Investment Accounts & Portfolio Design

Retirement Accounts

Individual Retirement Accounts (IRA) & Rollovers
401(k), 403(b), & 457 Plan Design & Implementation
Savings Incentive Match Plan for Employees (SIMPLE)
Simplified Employee Pension Plans (SEP)

Investments

Annuities
Mutual Funds
Certificates of Deposit
U.S. Treasuries Securities
Alternative Investments
Individual securities and Exchange-Trades Funds

Insurance

Retirement Income Planning
Wealth & Estate Planning
Term life Insurance, Permanent Life Insurance

College Planning

529 Qualified Tuition Plans
UTMA

Business Owners

Executive Compensation Planning