Investment Services

When investing, there are many choices of the type of investment structure that is most suited to your situation considering goals, risk tolerance, time horizon and tax implications. With our knowledge of the various means to achieve your goals as an individual, family, estate or business, we can provide advice and guidance as to the appropriate investment structure.

Investing

  • IRA Rollovers
  • Traditional IRA
  • ROTH IRA
  • 401K Review
  • Fee-Based Asset Management
  • Mutual Funds
  • ETF’s
  • Stocks
  • Bonds/CD’s
  • Variable, Indexed and Fixed Annuities
  • 529 Plans
  • Coverdell ESA’s
  • UGMA/UTMA

Wealth
Management

  • SEP/Simple IRA Plans
  • 401(k) Plans
  • ROTH 401(k) Plans
  • 403(b) Tax Sheltered Plans
  • 457(b) Deferred Compensation Plans
  • Profit Sharing Plans
  • Money Purchase Plan 
  • Defined Benefit Plan 
  • Cash Balance Plan 
  • Executive Compensation Plans

Risk
Management

  • Life Insurance
  • Long Term Care 
  • Group Life/Long Term Care 
  • Key Employee Insurance 
  • Buy-Sell Insurance 

 

 
 

Benefits of Financial Planning 

The average American faces an uncertain economy and more options for saving and investing than ever before. It’s easy to feel overwhelmed or confused, unless you find a way to understand the big picture. As a CFP® professional, I can bring clarity to all your finances and help you develop a strategy, so it’s easier to make financial decisions, set long and short-term life goals, and stay on track.  Working with a CFP® professional can secure your financial well being and give you peace of mind.

Some people decide to do their own financial planning, but you may want to seek help from a CFP® professional if you: 

  • Want to better manage your finances, but aren’t sure where to start
  • Don’t have time to do your own financial planning
  • Want a professional opinion about the plan you’ve developed
  • Don’t have sufficient expertise in certain areas such as investments, insurance, taxes or retirement planning
  • Have an immediate need or unexpected life event