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Retirement Planning:

  • Federal Retirement Benefit Analysis

  • Retirement plan rollover/distribution management

  • Retirement modeling and projections

  • Comprehensive financial planning


  • Fee-based money management

  • Investment review

  • Asset allocation models

​Financial Planning:    

  • Tax planning

  • Education planning


  • Screening and selection of life, health, disability, and long-term health care

  • Insurance needs modeling and projections

​Estate Planning:

  • Helping coordinate trusts, strategies, and insurance

  • Charitable contribution planning


  • Retirement plan installation and education

  • Pension plan asset management

  • Employee benefits coordination

  • Buy-sell and other owner issues

  • Stocks

  • Bonds (Gov't, Corporate, Municipal)

  • Mutual Funds

  • Certificate of Deposit

  • Annuities (Variable & Fixed)

  • Rollover IRAs

  • IRAs (Traditional & Roth)

  • Individual 401(k)

  • SEP-IRAs

  • SIMPLE Plans

  • Profit Sharing Plans

  • 401(k) Plans

  • 403(b) Plan

  • 529 College Saving Plans

  • Life Insurance

  • Health Insurance

  • Disability Insurance

  • Long-term Care Insurance

  • Structured Settlements

Asset allocations and diversification cannot guarantee profit or insure against a loss. There is no guarantee that any investment strategy will be successful; all investing involves risk, including the possible loss of principal. This information does not constitute advice in the area of legal, or tax advice. It is your responsibility to seek guidance and advice of your own legal and tax counsel. 

Need more details? Contact us

We are here to assist. Contact us by phone, email or via our Social Media channels.

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