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Products & Services

No matter what your Next Phase may be, we help you navigate: College Planning, Retirement Planning, Social Security Maximization Strategies, Investment Strategies and Taxes in Retirement.

Investments

We believe in safe, consistent and reliable investments.  Accordingly, our efforts focus on identifying and then investing in a portfolio that meet your current and future investment goals.

  • Alternative Investments
  • Bonds
  • Common Stock
  • Educational IRA
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Brokerage Accounts
  • Treasury Bills
  • Government Securities
  • Treasury Notes

Financial Planning

Our process starts with a conversation to understand what’s important to you—your dreams, your values and the financial goals that make these possible. These unique goals lead to new conversations and unexplored dreams: the bigger the dreams, the richer the life. Once your goals have been identified, we develop a step by-step plan of action together and guide you on the path toward your destination. We will focus on the areas most important to you and, over time, help you craft a comprehensive financial plan.

  • Retirement Plans
  • Tax Plans
  • College Planning
  • 401(k) Planning
  • 403(b) Planning
  • College Plans
  • Estate Plans
  • Money Purchasing Plans
  • Profit Sharing Plans

Insurance

Income and asset protection are at the core of effective financial management. Financial success requires taking care of your insurance infrastructure.

First, we help you understand your financial risks and their potential consequences. We then construct a program to minimize the financial consequences. We always exhaust legal and tax strategies before recommending additional insurance.

  • Disability Income Insurance
  • Life Insurance
  • Long-Term-Care Insurance