We offer simplified solutions for an enriched life.
Our Services
Retirement Planning: Creating and following a financial plan, as well as using tax-advantaged strategies such as 401(k)s, IRAs, Roths, and variable annuities, can maximize your potential retirement income.
College Planning: Developing a sound plan and maximizing the benefits of 529s, UTMAs,
Coverdell ESAs and Savings Bonds can help you estimate, plan for, and reach your college funding goals.
Lifestyle Goal Planning: Building portfolios oriented toward specific goals [such as home improvements, travel, vehicles] by utilizing money markets, CDs, mutual funds, and other investment types can stave off potential debt and create a sense of financial independence and peace of mind.
Job Transitioning: The stress and emotions of a job loss can be overwhelming. We are here to support you through every step of the process while helping to ensure you understand all your options.
Beneficiary Needs: Whether you are a beneficiary confronting financial decisions upon the passing of a loved one, or you are contemplating your own estate plan for future generations, we can help you evaluate your options.
401(k)/457/403(b) Reviews: Contributing to a plan alone may not be enough to secure your retirement. We can evaluate your retirement plan and provide guidance on how much you should be contributing, the tax impact, and whether your investment selections are right for your unique situation.
Life Insurance: Life insurance can serve multiple purposes, providing emergency income needs for your survivors, and in some cases serving as an investment vehicle during your lifetime. If you have older policies that need to be reviewed, we can help.
Performance Monitoring: Adhering to a long-term investment strategy can be challenging when economic and market conditions fluctuate. By utilizing leading market and investment research tools, we continually monitor the performance of your account holdings and recommend adjustments when and where needed.
Portfolio Reviews: We review your portfolio's performance regularly and offer meetings at our office, by phone, and via the internet to accommodate your busy schedule. Routine reviews are important in helping to ensure that your portfolio continues to align with your goals.
Ongoing Meetings: Communication is the key to our shared success. We will contact you for review meetings on a quarterly, semi-annual, annual, or as-needed basis. You decide what is best.