Our Services
While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions.
Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. Every client relationship we have includes an Investment Policy Statement (IPS). We can help you execute a sound financial program utilizing the following products and services:
Individual Retail & Family Services:
- Holistic Financial Planning
- Investment Management
- Wealth Management
- Income and Distribution Planning
- Retirement Strategies
- Estate Conservation
- Life Insurance (variable, whole, universal, term, fixed index and more)
- Long Term Care Insurance
- Separately Managed Accounts
- Alternative Investments
- Advisory and Fee-based Accounts
- Traditional IRA’s
- SIMPLE IRA’s
- SEP IRA’s
- ROTH IRA’s
- 529 Plans
- Fixed Annuities
- Variable Annuities
- Equity Indexed Annuities
- Stocks, Bonds, CD’s, ETF’s
Services for Businesses and Business Owners:
- Everything from above
- Retirement Plan Consulting
- Defined Contribution Plans
- Defined Benefit Plans
- Profit Sharing Plans
- 401k Plans, 403(B) Plans, 457 Plans
- Health Insurance
- Disability Insurance
- Life Insurance
- Buy/Sell Agreements
- Key Man Insurance/Golden Handcuffs Contracts