Services

How We Work

Our firm specializes in helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.

We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being.

Our Services

Retirement Planning

Retirement Planning

How much money do you need to enjoy the lifestyle you want when you retire?  Most people underestimate the amount they need. 

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Tax Planning

Tax Planning

Tax planning is a process to forecast your tax liability and create strategies that help to reduce the amount you owe in taxes with the end view of tax efficiency.

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Financial Planning

Financial Planning

Financial planning helps you determine your short and long-term financial goals and create a balanced formalized written plan to meet those goals. 

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Estate Planning

Estate Planning

No matter how modest or extensive your estate is, it pays to have a plan to manage how your possessions are distributed to the people you care about

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Risk Management

Risk Management

Risk management and asset protection is the process of identifying risks or threats, analyzing and mitigating uncertainty in financial decision making.

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Insurance/Annuities

Insurance/Annuities

As part of your overall financial plan, it is smart to consider life insurance and annuities as strategy options to protect your and your family’s financial future.

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Wealth Management

Wealth Management

The goal of wealth management is to grow long-term wealth, combining financial planning, estate planning, tax advice, and investment management.

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College Planning

College Planning

Parents dream of providing their children with the best higher education possible, but with the cost of college, financial planning is important.  

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Investments

Bonds

Common Stock

Educational IRA

Traditional IRA

Roth IRA

SEP IRA

Simple IRA

Brokerage Accounts

Treasury Bills

Government Securities

Treasury Notes

Variable Annuity

Financial Planning

Retirement Plans

Tax Plans

401(k) Planning

403(b) Planning

College Plans

Estate Plans

Money Purchasing Plans

Profit Sharing Plans

Insurance

Disability Income Insurance

Life Insurance

Long-Term-Care Insurance

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.


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