Our Services

 

 

 

 

 

 

While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions.

Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following services:

 

FINANCIAL PLANNING | INDIVIDUALS

  • Financial Planning (through LPL Financial)
  • Retirement Planning
  • Estate Planning
  • Plan coordination with Tax and Legal Professional

 

 

 

 

 

 

 

 

INVESTMENT SERVICES | INDIVIDUALS AND ENTITIES

  • Fee-based Asset Management (through LPL Financial)
  • Separately Managed Accounts

 

INVESTMENT SERVICES | INDIVIDUALS

  • Traditional IRA
  • 401(k) Rollovers
  • IRA Transfers
  • Roth IRA
  • SEP IRA

 

 

 

 

 

 

 

Insurance Services | Individuals

  • Term Life Insurance
  • Permanent Life Insurance
  • Long Term Disability
  • Long Term Care

 

 

 

 

 

 

 

 

INVESTMENT SERVICES & INSURANCE SERVICES | BUSINESS OWNERS

  • 401k Plan Implementation and Oversight
  • Funding the Partnership Agreement
  • Buy/Sell Life Insurance
  • Disability Buyout
  • Disability Overhead