After all, It's Your Money!

We always start with a conversation of what is most important you YOU - after all, it's your money. We then create an overall Strategy that will best help you continue with your lifestyle and achieve those outlined goals. Once your desires have been understood, then we look to the following tools to assist in the application of the Strategy:

Financial Planning

Asset Accumulation
Asset Distribution
Retirement Plans
Tax Plans
401(k) Planning
403(b) Planning
College Plans
Estate Plans
Money Purchasing Plans
Profit Sharing Plans

Investments

Bonds
Common Stock
Mutual Funds/Index Funds
Exchange Traded Funds
Educational IRA
Traditional IRA
Roth IRA
SEP IRA
Simple IRA
Brokerage Accounts
Treasury Bills
Government Securities

Insurance

Fixed and Index Annuities
Life Insurance
Long-Term-Care Insurance
Disability Income Insurance