Our Services
We begin our process with a discussion about your goals and what's important to you. Based on our initial meeting, we'll schedule a second meeting to go through a written Personal Needs Analysis at no charge to you that covers:
- Cash Flow
- Net Worth
- Wealth Accumulation
- Retirement Planning
- Investment Planning
- College Planning
- Risk Management
- Debt Elimination
We then create a written plan that is specific to you so that you can prepare for your future utilizing the following products and services:
Investments: Mutual Funds, Traditional IRA, Roth IRA, SEP IRA, Simple IRA, 529 Plans, Brokerage Accounts, Fixed Annuities, Indexed Annuities, Variable Annuities
Financial Planning: Retirement Plans, Wealth Accumulation Plan, College Plans, 401 (k) Plans
Insurance: Life Insurance, Disability Insurance, Long Term Care Insurance, Group Health Insurance
We look forward to helping you understand where you are right now versus where you would like to be and then helping you to create a plan to get there.