Services

While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions.

Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following products and services:

Retirement planning

Dealing with lump-sum distributions

Projecting early or late retirement

Income-generating strategies

 

Investment analysis

Identifying capital, contribution and return requirements to meet objectives

Building cash reserves

Educating on alternatives pros/cons

Asset allocation: attempting to reduce risk/enhance rate of return by balancing assets*

Risk management planning

Helping clients with a game plan for premature death

Reviewing current insurance

Investment products

Money markets

Stocks

Bonds (taxable and tax-free)

Mutual funds

Annuities (fixed and variable)

IRAs, SEPs

529 plans

Insurance products

Individual and group life (term, fixed/variable, universal)

Long-term care

 

 

 

*Using asset allocation as part of your investment strategy neither assures nor guarantees better performance and cannot protect against loss in declining markets.