Services

Areas of Expertise

Wealth Management

Comprehensive financial planning services to grow, protect, and manage your wealth effectively.

Investment Management

Discover the strategic allocation of assets to participate in positive investment trends while reducing volatility. Adjust weightings with your financial advisor to reflect changing goals.

401(k) Rollover Services

Explore distribution options, avoid withholding traps, and take control of your retirement savings. Learn to stretch IRA benefits to heirs and access retirement assets without penalty before age 59½.

Portfolio Reviews

Complimentary and thorough portfolio review and consultation. Frequent client communication to respond to market conditions and personal life events.

Education Planning

Estimating future education costs, selecting appropriate savings and investment vehicles (like 529 plans or Education Savings Accounts), and taking advantage of tax benefits.

Estate Planning

Preparing for the management and distribution of your assets after your death or incapacitation.

Insurance

Providing comprehensive insurance solutions tailored to individual needs. Proficient in assessing and recommending life, health, disability, and long-term care insurance policies.

Live In The Now. We’ll Keep Our Eye On What’s Ahead.

OUR SERVICES

Retirement Planning

Traditional/Roth IRAs, Simple IRAs, Simplified Employee Pension IRAs, 401(k), Roth 401K, Safe Harbor 401(k), Single Person 401(k), Profit Sharing, and Pension Optimization.

Insurance

Life, Term, Whole (UL), Variable, Universal, Variable Universal, Survivorship, Long-Term Care, Disability and Property & Casualty.

Mutual Funds & ETF’s

No-load advisory fee based, Open-end, Closed-end, Diversified, Non-diversified, INDEX funds, ETFs.

Separately Managed Accounts

Fee-based managed accounts.

Tax Deferred Annuities

Guaranteed Fixed, Variable, Variable with Living Benefits, Index-Linked.

Full-Service Brokerage

Stocks, Bonds, Municipal Bonds, Government Securities, Money Markets.

Alternative Investments

REITS, Direct Participation Programs, Limited Partnerships.

Tax Planning

1035 Exchanges, Qualified Opportunity Zone (QOZ), Roth Conversion.

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If you believe you could benefit from working with a financial professional, let’s review your portfolio, financial trajectory, and goals to see if you’re a good match for our practice.

Schedule a Consultation