Our Services
Life Transitions
We will help you manage your investments as you are dealing with death of a spouse or parent, divorce, job changes, selling a business, changing careers or receiving inheritances. All of these events create stress, confusion, pressure and the opportunity for costly financial mistakes.
Retirement
We will help you to make the most of your employer-sponsored retirement plans and IRAs. We can also help to determine how much you will need to retire comfortably.
Insurance
We will review your existing insurance policies for life, health, disability, long term care. We will recommend policy changes ONLY WHEN appropriate for your needs.
Manage Investments
We will review and monitor your investments and make recommendations based on your individual situation and your risk tolerance.
Fund Your Children's Education
We will review your situation and recommend investment and accumulation strategies to help you pay for your children's education.
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. We can help you execute a sound financial program utilizing the following products and services:
- Mutual Funds
- Stocks and Bonds
- Annuity Products
- IRAs
- SEP and SIMPLE Plans
- Life Insurance
- Health Insurance
- Medical Insurance
- Disabiltiy Insurance
- Long Term Care
- Medicare Supplements