Our Products and Services
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.
Our Areas of Focus:
- Over 60 years’ combined experience working with clients planning their retirement and/or in retirement who need help with investment advice, distribution and tax planning, and preserving their nest egg from potential risks.
- Focused on helping clients stay the course through all different stages of a market cycle.
- Provide a long-term retirement strategy that can give clients the flexibility they need to accommodate changes in lifestyle, family situations, or careers.
- Conduct regular meetings and follow-up to personally discuss the progress towards your goals.
- We are a locally owned and operated small business to provide you with consistent and reliable service on your account.
Investment Advice for all different account types:
- Traditional IRA's
- Roth IRA's
- Individual/Joint Non-qualified accounts
- Brokerage Account vs Advisory Account
- Mutual Funds, Exchange Traded Funds, Index Funds, and individual stocks/bonds
Financial Planning and Goal Setting:
- Detailed Retirement Plans
- Distribution and Tax Planning
- 401(k) and 403(b) Plans for Small Businesses
- College and Education Expense Planning
- Estate and Legacy Planning
- Risk tolerance assessment
- Cash flow needs assessment
- Thorough investment analysis