Insurance
Our insurance planning involves an in-depth review of your financial landscape and an education on the best product options currently available in the marketplace. We offer both employer based and individual insurance solutions. Our goal is to build financial confidence by creating a plan that provides financial security to your family.
Investment Management
Our investment philosophy is based upon building a relationship with scheduled service, communication, and subsequent knowledge empowerment. Our portfolios are managed to align asset allocation and diversification with your risk tolerance.
We offer commission and fee based solutions for both employers and individual investors such as:
- 401(k) and 403(b) planning
- SEP, Simple, ROTH, and Traditional IRA planning and review services
- Wealth Management Plans - Our fee-based investment management platform for clients with $50,000 or more in investable assets
- College education planning
Our goal is to provide peace of mind by creating a plan that you understand and that reflects your individual investment and retirement income goals.
Tax & Estate Planning
We welcome the opportunity to work with your tax and legal advisors to help ensure that your estate is transferred according to your wishes. Proper estate planning will also help minimize your heirs' exposure to taxes and costs of probate.
We work with various professionals in our community and can assist in getting you pointed in the right direction if additional planning is a need we discover during your portfolio analysis.