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

Government Securities

ETFs, Mutual Funds

Common, Preferred & Convertible Stocks

Alternative Investments

Oil & Gas Partnerships Equipment 

Options

REITS

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

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