Before we work with you to implement a financial program, we take the time to understand your goals, needs, challenges, and attitudes. Your money cannot serve you effectively if we advocate a course of action that you feel uncomfortable with. By actively participating in the planning process, you retain control each step of the way.
After we have assessed your needs and goals, we will suggest a mix of investment products to best serve you. Because we are an independent financial company, we have the advantage of offering you access to a wider variety of products than many bigger Wall Street firms.
After we implement your investment program, we will continue to monitor your investments’ performance and consult with you regularly to ensure the program continues to reflect your current circumstances and aims.
Areas of Focus:
- Retirement
- Retirement planning
- Insurance planning
- Education funding planning
- Estate planning
- Estate and inheritance issues
- Income tax issues
- IRAs
- Rollover IRAs
- Roth IRAs
- 401(k)s
- SIMPLE IRAs
- SEPs
- And more . . .