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Financial Planning


Retirement planning isn’t about aggressive money-making ideas, it’s about establishing and committing to goals and taking the time to create a safe and secure financial plan. Your goals are the driving force behind the financial guidance our firm offers. Our job is to assist you in making well-informed decisions so that you can feel confident in your retirement strategy.

Investment Risk Analysis


We review your existing investments to determine the types and level of financial risks to which you are exposed. We point out areas of concern and offer you our thoughts on appropriate solutions.

Social Security
Maximization Report:


There are hundreds of ways you can file for your Social Security benefits. We will create a personalized report with your credits earned that provide specific step-by-step instructions. How and when to file, and the optimized strategy for monthly benefits over a more probable life expectancy.

 

INDIVIDUAL 
SERVICES

Helping you identify, simplify, and accomplish your financial goals.

Our main purpose is to help you use, manage, and direct your resources towards what matters most to you.

  • Retirement Planning & Solutions
    • Individual Retirement Accounts (IRAs) Traditional & ROTH • Income Maximization Strategies • Asset & Income Protection • Cash Flow Management
  • Wealth Management
    Brokerage/Investment Accounts Annuities (Fixed, Variable & Immediate) Mutual Funds Tax Advantaged Investments Corporate Investment Accounts
  • Investment Advisory Services
    Fee-based Accounts Separate Accounts Actively Managed Accounts Mutual Fund Wrap Accounts
  • College Funding
    529 Plans Educational Savings Accounts
  • Insurance Protection
    Life Insurance (Term & Permanent) Long-term Care Insurance Disability Income Insurance
  • Estate Planning & Conservation
    Estate Needs Analysis Charitable Giving Strategies & Funds Survivorship Life Insurance Funding Strategies for Trusts Controlled Beneficiary Payouts
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