Our Services
Our services cover all areas of financial management, from investment and retirement planning, to risk management and estate conservation. While developing a customized financial program, we will walk you through a step-by-step process with the goal to make you feel confident in your decisions.
Once we review your investment portfolio analyzing your situation, we will begin to formulate your goals. These initial steps will begin the design of your unique financial plan. We will customize appropriate strategies to suit your objectives that is designed to accomplish a financial future that meets your individual needs.
We can help you execute a sound financial program utilizing the following products and services:
| INVESTMENT PLANNING | ESTATE PLANNING |
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Mutual Funds Variable & Fixed Annuities 529 College Funds Stocks Brokerage Account • Individual - Joint - TOD • Fee-Based Accounts • Managed Accounts |
Trust Referral Services • Living Trust • Special Needs Trust • Irrevocable Life Insurance Trust (ILIT) Medicaid Planning Assistance Trust Administration & Funding Portfolio Consolidation & Management |
| INSURANCE | RETIREMENT |
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Long Term Care Life • Term Insurance • Whole Life Insurance • Second-To-Die Policy Disability Health Care |
IRA • Individual & Rollover • Roth • SEP/Simple IRA 401(k) Plans 403(b) Plans |