Our team helps individuals and families develop personalized financial strategies. If you are retired – or approaching retirement – please feel free to explore our website and the wealth of information we offer. We enjoy educating our clients about financial concepts and tools. Our goal is to take the mystery out of investing, insurance, estate conservation, and preserving wealth, and to empower everyone to make sound financial decisions. We want to see you thrive!
When it comes to planning for retirement or other expenses, we recognize that the needs of every person differ. This is why we offer a free initial consultation - we can't recommend a strategy until we know what you are up against! This consultation can be completed in person, over the phone, or by video conference.
To help you create the plan that is right for you, we might ask for personal information like your age, your annual income, or whether you are married. This information helps us develop a more complete understanding of your life circumstances, but we will never pressure you for information.
During your consultation, we may create a Retirement Roadmap and complete a risk tolerance assessment, which helps inform the future decisions we make together.
Below, you will find a list of our main areas of focus.
Traditional & Roth IRAs
SEP IRA & Simple IRAs
Stocks & Bonds
Mutual Funds & Exchange-Traded Funds
Treasury Bills & Government Securities
Company Retirement Plans
Personal & Business Tax Planning
401(k) and 403(b) Planning
College Plans (529s, Coverdell)
Money Purchasing Plans
Profit Sharing Plans
Disability Income Insurance
Permanent Life Insurance
Term Life Insurance
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