Services

 
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Investments


 

FIXED INCOME INVESTMENTS

Municipal Government Bonds
Mutual Funds (Income-Oriented)
Money Markets
Certificates of Deposit
Bond Ladders

EQUITY INVESTMENTS

Exchange-Traded funds (ETFs)
Mutual Funds:
  • Large cap growth/value funds
  • Small/mid cap growth/value funds
  • International equity funds

RETIREMENT/EDUCATION PLANNING

Traditional IRAs
Roth IRAs
SEP IRAs
401(k) Plans
529 Plans

RISK MANAGEMENT

Life Insurance
  • Term
  • Permanent
Disability and Long Term Care Planning
Annuities
Health Insurance

personal Financial planning

Asset allocation
Retirement distribution planning (instead of retirement and education)
Estate Planning Strategies

business financial planning

Executive Bonus Plans
Key Person Plans
Deferred Comp Plans
Buy-Sell Agreements

Introduction

Our process starts with getting to know our clients and letting you get to know us. Finances are personal and we want to establish a relationship before diving into whether or not we can help you.

 

Discovery

We believe everyone's needs and goals are different. During this meeting, we get a feel for your current situation and what you're trying to accomplish so that we know how to design the best plan to get you there. 

 

Strategy

Together, we walk through strategies that have been specifically tailored to your unique goals and objectives by an advisor that knows you and is committed to partnering with you in the process

 

Review

The relationship doesn't end once we've agreed upon a strategy to help you achieve your goals. You can rest easy knowing that your advisor is watching both the markets and your accounts, and will regularly meet up with you to update you on their activity and ensure they meet your current needs.