Consulting & Planning Services

CONSULTING  
We offer consulting agreements that allow self-directed investors additional independent portfolio analysis and feedback on a monthly or quarterly schedule. We also make this service available for those invested in company retirement plans such as 401k.

Our firm specializes in helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please consider scheduling a consultation with us. We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well-being.

PLANNING
We provide our clients with an individually tailored financial plan, which helps us establish, from the beginning, the appropriate tools and strategies to implement for wealth accumulation, asset protection, and estate preservation and transfer. These tools and methods include,
but are not limited to retirement income planning, college funding, long-term care, life insurance, tax, and estate fund planning.

We offer personalized, hands-on service and take the mystery out of investing by educating our clients about financial concepts and products such as insurance, estate conservation, and preserving wealth.

NOTE: A separate Planning and Consulting Agreement is executed for planning services. Additional time required for CPA or attorney meetings as part of tax and legacy planning, etc., may require an additional fee.

Investments

Bonds

Common Stock

Educational IRA

Traditional IRA

Roth IRA

SEP IRA

Simple IRA

Brokerage Accounts

Treasury Bills

Government Securities

Treasury Notes

Variable Annuity

Financial Planning

Retirement Plans

Tax Plans

401(k) Planning

403(b) Planning

College Plans

Estate Plans

Money Purchasing Plans

Profit Sharing Plans

Insurance

Disability Income Insurance

Life Insurance

Long-Term-Care Insurance