We offer an independent approach to investing, by working with an Independent Broker/Dealer and several National Marketing Organizations around the country that provide the widest range of products in the industry. Before we recommend any investment to a client we must understand and know our clients risk tolerance. This comes by asking the appropriate questions and listening to our clients during the interview process. We then tailor a portfolio with a range of investment products that fits their risk level and investment objectives. We offer services for Traditional IRA’s, Roth IRA’s, and College Education Funds, as well as accounts for stocks, bonds, mutual funds, and several other life Insurance and annuity products.
When can I retire? How much money will I need to live on? How long will my money last? We work with our clients to help them answer these important questions. We prepare our clients for their retirement years by helping them preserve their assets and prioritize what is most important to them. Part of this planning is to prepare for the care of their loved ones. The costs of Home Health Care and Nursing Home Care can eat away at anyone’s financial plan. Caring for loved ones should be a part of everyone’s pre-retirement plan.
Since 1999 we have offered tax preparation to our clients. We prepare taxes for individuals, self-employed and small businesses in many states. This service is extremely important for our clients because any sound financial plan often centers around a person taxes and knowing specific answers as to how their taxes will be effected year to year. We work together with our clients in various ways to try and help them minimize their tax implications year to year.
Being safely and properly insured is a critical part of your financial plan. That is why we review your personal lines insurance coverages to make sure that property and liability limits are enough to preserve your assets. We partner with The House of Insurance, an Independent Property and Casualty Agency to provide you with the best insurance companies available for your personal and commercial needs.