Your Money, Your Plan!
When you take control of your finances, rather than letting them control you, you can live life more fully. Regardless of your age or life stage, you can make financial decisions that move you toward your goals.
Our Services
Having choices is important in investing. We believe investors' plans should change as their lifestyles and needs do. We believe in a scientific approach to the process, taking time to thoroughly understand the client's current situation along with their long and short term goals. A plan is formed and implemented with the clients existing investments or perhaps new ones. We pride ourselves on serving multi generations of families and businesses with their financial needs.
Our firm provides help in the financial areas below:
Fee-Based
Financial Planning
- Retirement Planning
- Personal Financial Planning
- Business Financial Planning
- Investment Management Planning
- Estate Planning
Insurance
- Life
- Long-Term Care
- Disability
Services Offered
- Portfolio Management
- Retirement Distribution Options
- Financial Plans
- Estate Distribution Techniques
- Portfolio Review
- Insurance Analysis and Planning
- College Planning
- Stock & Mutual Fund review
- Asset Allocation
- Money and Cash Management
- Charitable Planning
Investments
- Retirement Plans
- Profit Sharing Plan
- 401(k) plan
- Profit Sharing Plan
- Simple IRA
- Traditional IRA
- Roth IRA
- Simple Employer Pension Plan - SEP
- Annuities (Fixed and Variable)
- Stocks, Bonds, Mutual Funds
- Money Purchase Plan
Insurance
- Life
- Long Term Care
- Disability Income
If you have any questions or would like some additional information please send an email or give us a call.