SERVICES

Services

Retirement Planning:

  • Federal Retirement Benefit Analysis

  • Retirement plan rollover/distribution management

  • Retirement modeling and projections

  • Comprehensive financial planning

​Investing:

  • Fee-based money management

  • Investment review

  • Asset allocation models

​Financial Planning:    

  • Tax planning strategies

  • Education planning strategies

​Insurance:

  • 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

​Business:

  • Retirement plan installation and education

  • Pension plan asset management

  • Employee benefits coordination

  • Buy-sell and other owner issues

Products
  • 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

Need more details? Contact us

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