Broker Check

Wealth Management

Personal Financial planning


As independent financial advisors, we have no parent company or product pressures driving our recommendations; we answer only to you. So you know you’re getting truly objective guidance in all areas, including:

  • Accumulation, so your investments address your objectives and comfort level
  • Retirement planning, so you are well-positioned to pursue your dreams
  • Estate planning strategies, so you can pass on your assets to whom you choose
  • Risk management, to minimize any threats to your personal or business assets
  • Taxation, to minimize the tax burdens you face now and in the future
  • Investment strategies, to put a plan in place that is consistent with your business goals, time horizon, and risk tolerance
  • Succession planning, to keep your business running smoothly when you’re ready to move on to the next phase of your life or in the event of unforeseen circumstances
  • Identity Theft Plan, to protect you against the 5 types of Identity theft: Credit fraud, Social Security Fraud, Drivers License Fraud, Medical fraud, Criminal/Character fraud, Tax return fraud.

No matter what type of financial support you’re looking for, you can feel confident knowing that you’re working with a trusted financial guide.

 

Business Solutions

Stay focused on your business knowing that you have an experienced team to help you every step of the way with

  • Investment strategies, aiming to put a plan in place that is consistent with your business goals, time horizon, and risk tolerance
  • Risk management, aiming to minimize any threats to your business assets
  • Retirement planning, seeking to make sure that you have the appropriate plan in place for your employees
  • Insurance planning, aiming to ensure that your employees have the insurance benefits they need
  • Succession planning, aiming to keep your business running when you’re ready to move on to the next phase of your life or in the event of unforeseen circumstances
  • Fiduciary management, aiming to help shoulder the responsibilities and regulatory obligations that come with managing the plan
  • Investment experience, aiming to help you deliver a range of suitable solutions for your employees according to a process that aligns with overall investment objectives
  • Plan design, aiming to help you ensure that you have a plan in place that’s focused on and conducive to participant success
  • Vendor due diligence, seeking to conduct reviews, do benchmarking, and ensure that your retirement plan is receiving the best value from your vendors
  • Participant services, aiming to provide your employees with investment guidance and education to help them feel more confident about their retirement plan savings

Investment Management

We will work with you based on your goals and risk tolerance to develop the proper investment plan. 

  • Stocks
  • Bonds
  • Money Markets
  • Exchange Traded Funds (ETFs)
  • Mutual Funds
  • Annuities
  • Alternative Investments
  • Real Estate Investment Trusts


How We Work

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

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