Client Meeting

Services

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


meeting Structure

Meeting Structure

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.