Our Services

Choosing a Service

There is a great deal of financial products and services in the market. Choosing the ones that best meet 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:

Financial Planning

  • 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