Services Provided
Our firm specializes in helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.
We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being.
We provide the following:
- Independent, unbiased advice
- No proprietary investments
- Full disclosure of all fees
- Offering choices so that clients can make fully informed decisions
- 19+ years experience in investment industry, spanning up & down markets
Business Planning
Consulting Services focused on achieving business goals
Customized retirement plan design which allows for greater contributions for an owner compared with standard designs
Tax efficient strategies for rewarding, recruiting, and retaining key employees
Utilize pretax dollars to pre-fund post retirement medical expenses
Lending services available