Our Services
We offer personalized, hands-on service. We work with our clients to determine their specific financial objectives. We educate our clients about financial concepts and products, taking the mystery out of investing, insurance, and estate conservation.
We provide assistance in the following areas:
Investments
Fee-Based Asset Management
Mutual Funds
Exchange Traded Funds
Stocks
Bonds
Retirement Planning
Traditional & Roth IRAs
403b & 401(k) Plans
Simple & SEP Plans
Profit Sharing Plans
Estate Planning
Generational Wealth Transfer
Charitable Giving
Educational Planning
529 Plans
Coverdell Education IRAs
Insurance
Fixed and Variable Life Insurance
Fixed and Variable Annuities
Long Term Care Insurance
Disability Income Insurance
Tax
Individual Tax Planning
Individual Income Tax Preparation
Estate Tax Planning