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SERVICES PROVIDED

People come to us for a variety of reasons.  Rolling over a 401(k), Saving for Retirement or College Funding are just a few.  We have expansive experience with these investment vehicles and are happy to help you invest and make well-informed decisions about them.

Additionally, we may also encourage you to consider financial planning.  Regardless of your stage in life, your income, or your goals, we believe a financial plan can help you better manage your finances. Short term goals, long term aspirations, monthly expenses, investments, taxes and insurance all come in to play. With so much at stake, it just makes sense to develop a plan to manage your financial world. With the complexity of options and decisions, an experienced and knowledgeable professional can help you greatly.


Financial Planning Services

  • Financial Profile
  • Retirement Planning
  • Survivor Income Needs
  • Asset Allocation
  • Disability Income
  • Long-Term Care
  • Estate Planning/Review
  • Wealth Forecasting Strategies
  • Business Planning Strategies
  • Investment Planning Services

Individual Retirement Accounts & Business Retirement Plans

  • Traditional & Roth IRA
  • IRA Rollover
  • 401(k) Plans
  • 457 Plans
  • 403(b)/TSA Plans
  • Exclusive(k) Plans
  • Profit Sharing Plans
  • Payroll Deduction IRA Plans
  • SIMPLE IRA
  • SEP IRA
  • Defined Benefit Plans

Investments

  • Mutual Funds
  • U.S Exchange Traded Securities
  • Exchange Traded Funds (ETFs)
  • Unit Investment Trusts (UITs)
  • Options
  • Municipal Bonds
  • Corporate Bonds
  • U.S Government Securities
  • Mortgage Backed Securities
  • Brokered CDs

Insurance

  • Annuities
  • Life Insurance
  • Long-Term Care, Medicare Supplement, Disability, Health
  • Individual, Business, and Group Products

Education Funding

  • 529 College Savings Plans
  • Coverdell Education Savings Account
  • UGMA/UTMA

We also offer seminars and workshops on many of the services listed above. 


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