Our Services
We Help You Organize, Manage, And Understand all of your Areas of Financial Planning Opportunities Including:
Wealth
We Provide investment advice for:
- Professionally Managed Accounts
- Mutual Funds
- Variable Annuities
- Fixed Annuities
- Alternative Programs
Utilizing:
- Retirement Programs
- IRA’s
- TSA’s
- 401k’s and 403b’s
- Retirement Plan Rollovers
- Individual & Joint accounts
- TOD/POD
- JTWROS
- Tenants by Entirety
- College Savings Plans
- Banking and Credit Management
- Business & Succession Planning RISK
- Executive Compensation
Taxes
Collaboratively work with tax professionals to evaluate your current strategy and provide alternatives to utilize tax free,tax deduction, tax deferral, & tax credit programs to reduce & minimize your taxes
Risk
- Life Insurance – to protect your loved ones
- Disability Insurance – to protect yourself & your family
- Long Term Care – to protect ourselves as we age
- Buy-Sell Agreements
- Business Valuations
- Medical Insurance
- Transfer risk and safeguard assets
- Auto, Homeowners, Umbrella, and business insurance
Estate
Work with Legal Advisors to preserve your legacy using...
- Revocable Living Trusts
- Charitable Remainder Trusts
- Tax Exempt Entities
- Limited Partnerships
- Limited Liability Companies
- Planning for incapacity
- Education and Family Support
- Distribution of Estate
Property & Casualty
- Auto Insurance
- Homeowners Insurance
- Business Liability
- Umbrella Coverage
Real Estate
- Home Loans
- Buy/Sell Real Estate