Services
Everything starts with a plan.
Investing money is like building a house, you need a blueprint – a clear visualization of your end goal with specifications on what is required to get there. You have to follow a process – for us that process is the Certified Financial Planner™ professional 6-step process.
Some of the services we offer:
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Investment Management
- We aren’t a cookie-cutter kind of firm, and neither are our investment strategies. We are independent and charge a fee for our services. This means that when we select investment products for your portfolio, you can rest assured that your best interest is our only objective.
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Insurance
- Life insurance is important if you need it, but not everyone does. As with all of our services, before we can determine if or how much coverage you need, we have to create a financial plan. We aren’t in the business of selling, we provide coverage where you need it.
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Estate Planning
- Everyone has an estate. Your car, home, bank accounts, life insurance, and everything else you own – that is your estate. No matter how large or modest, we work with an attorney to create a comprehensive estate plan for the distribution of your assets. We analyze what your end of life needs may be, explore long-term care coverage options, set up beneficiaries, and help you navigate the complex and ever-evolving Medicare regulations.
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Company Group Retirement Plans
- From small business plans to complex plans for larger organizations, we offer custom 401(k) retirement plans to fit your businesses unique needs.
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