Broker Check


Services - What We Offer

We identify your core values and goals and create an action-based financial plan that provides you clarity and confidence.

The process is easy:

  • Schedule an initial, complimentary review with us.
  • Identify your core values, money type and goals.
  • Create an action-based, values-oriented plan to hit your goals.
  • Follow the plan year-by-year to hit your goals.
Client Centered

A question we frequently receive is "What services do you provide?" There are five main ways we assist our clients:

  1. Fee-Based Financial Planning
  2. Portfolio Management
  3. Insurance Protection Strategies
  4. Alternative Investments i.e. Real Estate, Private Equity, etc. 
  5. Estate Planning and Tax Strategies 

RETIREMENT PLANNING 

Retirement Plans

401(k) Planning

403(b) Planning

College Plans

Estate Plans

Money Purchasing Plans

Profit Sharing Plans

Dealing with Lump Sum Distributions 

Projecting Early or Late Retirement 

Income Generating Strategies 

Minimizing Tax Liabilities  

Protecting Privacy 

Preserving Family Wealth 

Charitable Giving 

INVESTMENT PLANNING 

Bonds

Equities

Alternatives

Index Funds

Education Savings

Employer Provided Plans

IRA Plans

Brokerage Accounts

Annuities

Mutual Funds

INVESTMENT PRODUCTS 

Money Markets 

Treasury Bills, Notes and Bonds 

Exchange Traded Funds (ETFs)

Stocks 

Bonds (Taxable and Tax Free) 

Mutual Funds 

REITs (Real Estate Investment Trusts) 

Limited Partnerships 

Annuities (Fixed and Variable) 

Tax-Sheltered Annuities 

529 Plans 

Coverdells

INSURANCE PRODUCTS 

Individual and Group Life (term, fixed/variable, universal) 

Disability 

Long Term Care 

Non-Qualified Deferred Comp 

Key Person Insurance 

BUSINESS PRODUCTS AND SERVICES

Qualified Plans: 403(b), 401(k), Profit Sharing 

Pension Planning 

Deferred Compensation Strategies 

Seminars

RISK MANAGEMENT PLANNING

Helping Clients with Game Plan for:
  1. Disability or Illness 
  2. Premature Death 

Reviewing Current Insurance 

Estate Planning Strategies

Tax Avoidance

Ready to smash your money goals?

Begin Today