The current market has a wide variety of financial products, and as a result, it can be overwhelming to sort through it all and figure out which products and services are best suited for your financial situation. We believe that informed decisions about the products in any portfolio are best made after an in-depth analysis of your specific needs, which we will conduct in an initial meeting with you. Once we have a complete assessment of your goals, we can help you make the choice of which products and services align with your goals.
We offer an extensive range of products and services when it comes to helping you pursue your financial goals. We are happy to help you with any of the following:
Primary objectives are monitoring maturities and seeking out competitve fixed rates. Life and Long-Term Care insurance included. Return of principal is greatest concern.
Invest and manage securities portfolios using a full array of marketable products appropriate for account objectives. General objective is to maintain purchasing power over longer periods of time.
Provide current investment review, a retirement income analysis, and a personalized retirement roadmap. The big picture result of "How am I doing?" and "Will I be ok?"
Business retirement plans including 401k, 403b, SIMPLE IRA, and SEP IRA. Key man insurance and funding of buy/sell agreements.
One of the products that we offer is WealthVision, a program that provides you with a personalized financial website that can help you track the progress of your goals and interact with a variety of educational tools that will help you stay in the know about the current market conditions.