Services

Our firm focuses on helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.

We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being.

Our goal is to help alleviate this stress by providing professional guidance and support to our clients. Whether a client has significant assets to manage or is just starting to build wealth, we have the tools and experience to provide tailored services that meet their needs.

Our services may include:

Investments

We help clients manage their investments by providing professional guidance and access to a wide range of investment options.

This may include:

Bonds

Common Stock

Educational IRA

Traditional IRA

Roth IRA

SEP IRA

Simple IRA

Brokerage Accounts

Treasury Bills

Government Securities

Treasury Notes

Variable Annuity

Financial Planning

We work with clients to create customized financial plans that align with their goals and priorities.

This may include:

Retirement Plans

Tax Plans

401(k) Planning

403(b) Planning

College Plans

Estate Plans

Money Purchasing Plans

Profit Sharing Plans

Insurance

We help clients evaluate their insurance needs and select appropriate coverage for their unique situation.

This may include:

Disability Income Insurance

Life Insurance

Long-Term-Care Insurance

Wealth Management

We help clients manage their wealth by providing ongoing advice and support.

This may include:

Portfolio management

Risk management

Free Consultation

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

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