Products and Services
For the Individual
- Investment Advisory – fee based
- Financial Planning / Consulting
- Estate Planning
- 529 College Funding Programs
- IRAs
- TSA/403b Plans
- Life and Disability Insurance
- Long Term Care Insurance
- Real Estate
- Retirement Projections and Fixed Income Generation
For the Business Owner
- Retirement Plans - 401(k), SEP, SIMPLE, Profit Sharing
- Business Financial and Estate Planning
- Group Insurance Plans - Health, Dental, Life and Vision
- Long-term Disability Coverage (LTD)
Financial Planning Services
Our services will include analysis of the following key components:
- Retirement Planning
- Investment Review and Management
- Educational Funding
- Estate Analysis
- Business Situations Review
- Insurance and Risk Management
- Income Tax Reduction Strategies
- Budget and Cash Flow
- Real Estate Reviews
Your final ‘financial plan’ will be uniquely yours and will always include an implementation schedule. The analysis will not only focus on the individual key components to work towards, but will be designed to have all the working parts integrated with each other. Your existing advisors in the areas of tax, law, insurance, etc. will be included in the process to assure its comprehensiveness.