We help provide direction with numerous investment options, including...
- Mutual Funds
- Money Market Accounts
- Life Insurance
- Long-Term Care Insurance
- Disability Income Insurance
Types of Accounts
Brokerage (commission or fee-based)
We offer flexibility to help build and manage your portfolio in a manner you're comfortable with.
Mutual Fund Accounts
These are accounts held directly with a mutual fund company. Some of the accounts include individual or joint accounts, trust accounts, custodial accounts, traditional or Roth IRAs, rollover IRAs, SIMPLE/SEP IRAs.
Services We Provide
We offer a free consultation to evaluate your financial situation. We take time to learn about you. We then craft and implement solutions to help you achieve your goals. But it doesn't stop there. Our clients are welcome to meet with us anytime to review their current situation.
Portfolio Construction and Management
We construct a portfolio based on your goals. Planning is a process. That is why we encourage regular reviews of your portfolio.
Life, Disability and Long-Term Care Insurance Planning
We work with many insurance companies and can provide you the right information available based on your insurance needs. Ask for a free quote.
Investment Research and Analysis
We invest in a wide array of tools to use when it comes to researching your current and future investments. Please feel free to ask us for a sample analysis.
We strongly believe in the value of financial education in an ever-changing world. We conduct seminars on various topics ranging from college savings to retirement income. Please let us know if you have an interest in a particular topic.
Employer-Sponsored Retirement Plan Analysis for Business Owners and Managers
We analyze the current plan offered to your employees and provide objective feedback. If areas need improvement, we'll recommend a course of action. We also assist in implementing a new plan that meets your business needs.