Broker Check

Financial Planning Services

How We Work

Our firm specializes in helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.

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.

Tax Planning

Tax Minimization Strategies

Non-Qualified Investment Planning

Effects Of Liquidation

Tax Deferral Methods

Cost Basis Tracking & Analysis

Risk Management

Life Insurance Planning

Income Protection Options

Long-Term Care Insurance

Investment Planning

Financial Goal Setting

Portfolio Analysis

Investment Advisory Services

Education Funding Strategies

Roth & Traditional IRA

Employer-Sponsored Retirement Plans (i.e. 401(k), 403(b), etc.)

Financial Position Analysis

Budgeting & Debt Management

Assets & Liabilities

Cash Flow & Net Worth

Retirement Income Planning

Retirement Distributions

Guaranteed Income Streams

Social Security Filing Strategies

Risk Tolerance Transitions

Pre-59 & ½ Strategies

Wealth Transfer

Legacy Fulfillment Strategies

Estate Planning

Trust Funding

Charitable Giving

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.   |  585-399-8315