Our Approach
Our goal, as financial professionals, is to help you plan for your financial future. Whether your goals involve building wealth through investing, funding a child's college education, planning for a comfortable retirement, or protecting your estate. We can help you develop a roadmap to reach your goals and make wise decisions to help improve your financial situation.
The process we follow in completing a total financial strategy consists of:
- Gathering and analyzing your financial situation to develop a clear picture of your specific needs, assets, liabilities, and risk tolerance.
- Designing a financial strategy that considers the full range of needs you have now, and those needs you may have in the future; and
- Periodically reviewing your strategy, consulting with you to make appropriate adjustments, and assisting you in keeping your plan on track.
Our Services
When developing a customized investment plan, we will walk you through a step-by-step process that is designed to make you feel confident in your decisions.
Once we get acquainted and your goals have been established, appropriate strategies are customized to suit your vision and objectives. We can help you execute a sound financial strategy utilizing the following products and services:
Financial Planning
- Retirement Plans
- Tax Reduction Strategies
- 401(k)
- 403(b)
- College Funding
- Estate Planning
- Money Purchasing Plans
- Profit Sharing Plans
- Educational IRA
- Traditional IRA
- Roth IRA
- SEP IRA
- Simple IRA
Investments
- Bonds
- Common Stock
- Brokerage Accounts
- Treasury Bills
- Government Securities
- Treasury Notes
- Variable Annuity
- Mutual Funds
- REITS
- Fixed Annuities
- Fixed Index Annuities
- 403(b)
- Custodial Accounts
Insurance
- Disability Income Insurance
- Life Insurance
- Long-Term-Care Insurance