Services

INVESTMENTS

Stocks, bonds, mutual funds, index funds, alternative investments, CDs, structured notes

Our team can assist you in selecting and managing the right balance of investments based on a series of important criteria personalized to meet your goals.

OVERALL PLANNING

Education Planning: 529 Educaton Plan, Coverdell Educaton Plan, UTMA/UGMA

Estate Planning: explanation of wills & trusts, powers of attorney, patient advocate, lady bird deeds

Tax Planning: tax efficient investments, taxation of investments

Goal Planning: summer house, boat, dream vacation, financial freedom

RETIREMENT PLANNING

401k, IRAs, Roth IRAs, Annuities

From planning for retirement to making the most of the retirement you have saved, our team is by your side every step of the way.

CASH FLOW & BUDGETING

We can’t predict the future - but we can have a plan. We want to work with you in using tried and true planning tools to keep you and your family on-track for whatever the future holds.

INSURANCE CHOICES

Life Insurance: term, whole life, universal death, accidental death

Disability Insurance: short term, long term

Long Term Care Insurance: homecare, assisted living, nursing home

AND SO MUCH MORE!

With over 30 years in the industry, we have seen it all and have many trusted professionals in the tax and legal field we can help refer you to.