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Services & Investments

Investments

We work closely with you to get to know you and your needs, risk tolerance, and timeline. We then craft a strategy tailored to your goals. We are fiduciaries and therefore product agnostic. We utilize brokerage, IRA, Roth and other types of accounts depending on your needs. Your portfolio might include any of the following: 


Laddered Bonds

Corporate Bonds Municipal Bonds

Money Market Accounts Fixed, Indexed,  & Variable Annuities

Treasury Bills Government Securities TIPS, Treasury Notes

ETFs, Mutual Funds

Common, Preferred & Convertible Stocks

Alternative Investments

Oil & Gas Partnerships Equipment Leasing

Options

REITS

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Financial Planning

You have an attorney,  accountant, insurance agent, and perhaps a stock broker. You get advice from well-meaning friends and relatives. Who looks at the big picture to help you edge closer to your idea of financial health? Who understands you and your needs? As a CFP and a fiduciary, I am ready to provide guidance. This includes: 


Financial Planning

Retirement Planning

Tax Reduction Strategies

Insurance Planning

Retirement Income Strategies

Wealth Accumulation

Estate and Legacy Planning

Disability Income Planning

Long-term Care Planning

Charitable Gifting

Education Funding


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Business Solutions

Your business is likely your largest asset. We can help you recruit and retain employees. Special options are available to help business owners leverage their organizations to meet their personal retirement goals. Talk to us about: 


401(k) and 403(b) Plans

SEP, SIMPLE Plans Solo(k) Plans

Defined Benefit Plans

Executive Benefits Deferred Compensation

Group Health Insurance

Key Man Insurance


It then takes careful planning for business owners to transition into retirement. We can help with: 


Succession Planning

Continuity Planning

Buy/Sells

Estate Equalization 


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Client Centered

Client Centered

Our business is built on a foundation of  thoughtful client relationships. We want to work with you now and as your needs change. From education IRAs and 529 Plans to rolling over an old 401(k) into an IRA. No job is to small or too big when it comes to financial planning. You have questions. Let's talk about it. The initial meeting is complimentary and your confidentiality always comes first. You have nothing to lose and so much to gain. As a father, I know the importance of planning ahead in order to prepare for life's great events.