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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, 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.
  • Legal Protection, so a legal dispute does not ruin your financial plan

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, to put a plan in place that is consistent with your business goals, time horizon, and risk tolerance
  • Risk management, to minimize any threats to your business assets
  • Retirement planning, to make sure that you have the right plan in place for your employees
  • Insurance planning, to ensure that your employees have the insurance benefits they need
  • 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
  • Fiduciary management, to help shoulder the responsibilities and regulatory obligations that come with managing the plan
  • Investment expertise, to help you deliver a range of suitable solutions for your employees according to a process that aligns with overall investment objectives
  • Plan design, to help you ensure that you have a plan in place that’s focused on and conducive to participant success
  • Vendor due diligence, to conduct reviews, do benchmarking, and ensure that your plan is receiving the best value from your vendors
  • Participant services, 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

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Identity Theft & Legal Protection Plans 

Explore our affordable plans designed for ultimate protection. Whether it’s just you, or your whole family, we’re constantly working to keep your identity and private information protected, and restoring it should something happen. Membership includes monitoring your private data (SSN, credit cards, bank accounts, email addresses, phone numbers), social media monitoring and much more.