|
We offer a full complement of financial services to individuals and businesses. Complimentary appointments provide us with a mutual basis from which to begin an evaluation of your current financial situation. When we've understood your personal objectives, then we focus on helping achieve those objectives with specific action plans.
A diversified portfolio with a history of relative stability during market declines is the ideal cornerstone for any long-term investment strategy. Whether you are investing for retirement, a college education or home purchase, we help you choose a balanced investment program.
Economic conditions change and markets move, but we recommend investing sensibly over the long run and maintaining an adequate level of insurance coverage. We work with you to ensure you are comfortable with the financial investment and insurance decisions you make.
Investment and Insurance Services Include
INVESTMENTS
- Mutual Funds
- IRAs and 401 (k) rollovers
- Traditional
- Roth
- SEP
- Simple
- Fixed annuities
- Variable annuities
- Investment services
- Socially responsible investing
FINANCIAL PLANNING
- Retirement plans
- Retirement account accumulation
- Retirement asset distribution
- 401(k) planning
- 403(b) planning
- Tax sheltered accounts
- College education funding
- Estate plans
- Personalized portfolios
- Charitable giving
- Annuities
- Income tax reduction strategies
- Attorney meetings regarding Wills or Revocable Living Trusts
INSURANCE
Health Insurance
- Individuals and the self-employed
- Plans to supplement Medicare
- Employer plans
- Long-term care
- Group health
- Accidental death and dismemberment
Life Insurance
- Term life
- Universal
- Last survivor
WORKSITE BENEFIT SERVICES
- For profit and non-for-profit
- Group health insurance
- Group life insurance
- Group disability insurance
- Group dental insurance
- Group cancer insurance
- Group vision insurance
- Group long-term care
- Buy/sell insurance
- Key Man insurance
- SEP IRA
- Simple IRA
- 401(k)
|
