We help you manage your finances so that your finances aren’t managing you.
We are retirement planning experts. We provide comprehensive financial planning and investment advice through all stages of retirement. We spend a great deal of time with our clients, learning about their unique situation so that we can develop a customized plan that allows them to take advantage of every opportunity they can during planning for retirement.
Through our consultative process, we review and identify all factors of our client's financial situation, evaluating their specific needs and goals. Together, we analyze, review and discuss their present position and assess how our services might provide insight and guidance to success on their financial goals through our financial planning process.
Our financial planning team is comprised of advisory experts in estate & tax plannng, investment management and risk management and carry the designations of CFP or CFA. We operate as a fiduciary and put the needs and interests of our clients above our own.
Once we've completed and analysis through our comprehensive financial planning process and have created a recommended course of actionable items, the client can choose to further integrate our investment management recommendations and/or retirement income planning recommendations for a success path to their specific goals.
Our Services Include:
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Portfolio Management
- Annuity / Life Insurance Planning
- Estate Planning
- Business Solutions;
- Executive Benefits
- Business Succession Planning
- Business Liquidation Success Event
We offer a wide variety of Investment Strategies. Our diversified, balanced, risk-management investment approach seeks to protect and grow wealth. Here are some of the strategies and offerings:
- Stock strategy
- Bond strategy
- Municipal Bond Strategy
- Market-Linked CD's
- Mutual Funds
- Exchange Traded Funds (ETF's)
- 401(k) Programs and Rollovers
- Thrift Savings Plan Rollovers
- Actively Managed Portfolios
- IRA, Roth & Tax Reduction Strategy
- Variable Annuities
- Fixed Annuities
- Life Insurance
- Structured Note Strategies
- Hedged Equity Strategies
- Structured Finance Life Insurance