Financial Planning
Individual concept and comprehensive financial planning services using
eMoney software.
Start by understanding the client's objectives. Identify and prioritize goals. Analyze client's current situation. Develop and then present specific recommendations. Implement those recommendations and then frequently review the plan while adjusting to changes in the markets and in the client's lives.
Your Life Our Plan - We work together on making your dreams a reality.
Investments
Wealth Management
Investment strategies with mutual funds, ETFs, individual stocks and bonds to provide optimal performance as well as tax-harvesting strategies.
Retirement Investments
Traditional and Roth IRAs
Annuities
Based on client's goals, we use fixed-index annuities, variable annuities or index annuities
Various uses include: creating a pension-type income stream for life, utilizing protection features and investing with complete downside protection while participating in the market.
College Savings Plans
Business Owners
Working with business owners to create employee retirement plans like Simple and SEP IRAs, Traditional and Roth 401Ks.
Developing protection planning using Group Disability Income Insurance and Life Insurance.
Also helping the business owner with personal retirement planning and succession planning.
Insurance
Life - Cost effective term insurance and permanent insurance strategies using Universal Life and Variable Universal Life.
Disability Income - Your ability to go to work is your most valuable asset. We help you find a solution with a reputable company and suitable product features.
Long-Term Care - The best options available for Traditional and Hybrid Long-Term Care insurance from the top providers in the industry.
All insurance solutions utilize the lowest cost and most practical solutions from all of the highly rated companies in the insurance industry.