Our Services
- Retirement Planning - Assistance in managing your employer sponsored retirement plan and/or IRA. Managing your assets both before and after retirement.
- Tax Management - Provide information regarding tax-efficient investment strategies. Introductions to qualified tax specialists.
- Estate Planning - Reviewing your wills and trusts. Seeking to help you preserve your estate for your intended heirs. Coordinating with your tax and legal advisors.
- College Planning - Recommending investment strategies to help fund your child's or grandchild's education. Products include 529 college savings plans, Coverdell education savings accounts and UGMA/UTMA custodial accounts.
- Life Insurance - Reviewing existing life insurance policies for opportunities to lower annual premiums or increase current death benefit amounts. Determining appropriate coverage amounts. Products include term, universal, variable and whole life insurance.
- Investments - Helping to define your risk tolerance. Recommending investment vehicles that may include annuities, bonds, exchange traded funds (ETF's), mutual funds, professionally managed portfolios, stocks and unit investment trusts (UIT's).
