Products & Services

While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions.

Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following products and services:

401K/IRA Rollovers

  • A plan participant leaving an employer typically has four options (and may engage in a combination of these options), each choice offering advantages and disadvantages. For balance, please update your material to include each option below:
    • Leave the money in his/her former employer’s plan, if permitted;
    • Roll over the assets to his/her new employer’s plan, if one is available and rollovers are permitted;
    • Roll over to an IRA; or
    • Cash out the account value
  • We can help properly rollover your 401K/403B

Income Distribution Planning

  • Set up retirement income streams

Investments/Wealth Management

  • Stocks & Bonds
  • Mutual funds & ETF's
  • Alternative Investments
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • 401Ks
  • College Savings Plans
  • Brokerage Accounts
  • Government Securities
  • Annuities, fixed or variable

Financial Planning

  • Comprehensive Financial Planning
  • Retirement Planning
  • Tax Planning
  • 401 (k) Planning
  • 403 (b) Planning
  • Estate Planning
  • College Planning

Insurance

  • Life Insurance
  • Long Term Care Insurance
  • Key-Man Life Insurance
  • Buy-Sell Agreement funding
  • Disability Income Insurance