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Services

INVESTMENT CONSULTING

Determine investment diversification based on your risk tolerance and goals. Use proven investment strategies. Find the best money managers for each investment type. We have access to alternative investments and private placement offerings.

RETIREMENT PLANNING

Develop a custom plan to achieve your income goals for retirement. Monitor, evaluate and revise on an ongoing basis. How much do you need saved before you can retire?

RISK MANAGEMENT AND ASSEST PROTECTION

Decide which type of account and investments are best for you: IRAs, Trusts, Annuities, Joint, Transfer on Death, Custodial and Insurance.

LONG TERM CARE PLANNING

Look at what kind of care may be needed and the resources available to assist you. Review Long Term Care insurance and other ways to plan for the costs of care.

COLLEGE PLANNING

Determine best ways to plan and save for college expenses. Gifts to Minors Accounts, Coverdell Education Savings Accounts, 529 College Savings Plan.

S.O.S. SECOND OPINION SERVICE

Complementary no obligation review of your investments and insurance. Is your money in the best vehicle to get you to your goals?

FINANCIAL EDUCATION

Help educate clients to make important financial and life stage decisions. Client events, newsletters, budgeting.

THE INVESTMENT PROCESS

  • Determine your goals and the time you have to acheive them
  • Determine your level of risk tolerance
  • Establish where you are now - what steps you've taken towards your goals
  • Create a custom plan for Asset Allocation
  • Periodic reviews - adjustments - rebalance
  • Remember! Your Goals or situation could change at anytime