What We Do
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our client/advisor relationship. Once we've established your goals, we take a comprehensive approach to financial planning, providing guidance on options and best practices that will help you pursue your financial goals.
Investments
Bonds
Common Stock
Educational IRA
Brokerage Accounts
Traditional IRA
Roth IRA
SEP IRA
Simple IRA
529 College Plans
Government Securities
Mutual Funds
Variable Annuity
UTMA’s/UGMA’s
Financial Planning
Retirement Planning
Divorce Strategies
401(k) Planning
403(b) Planning
College Plans
Estate Plans
Money Purchasing Plans
Profit Sharing Plans
Gifting Programs
Income Planning
Insurance
Disability Income Insurance
Life Insurance
Long Term Care Insurance
Medicare Supplement
Medicare Part D
Health Insurance
Business Planning
Buy/Sell Insurance
Company Retirement Plans
Key-person Insurance
Group Disability
Group Insurance
Employee Benefits