Our Services
Comprehensive Financial Services
- Establishing and defining the client relationships
- Helping the client determine their personal and financial goals, needs, and priorities and to gather other qualitative data as well as sufficient quantitative information
- Analyze and evaluate the client's current financial status
- Identifying and presenting suggestions that may help the client address their goals, needs and priorities
- Helping the client Implement the strategy
- Monitoring the strategy
Investment Planning
Fixed Income
- Agency, Corporate and Municipal bonds
Life and Health Insurance Services
- Individual life insurance
- Group health insurance benefits
- Fixed Annuities
Retirement Strategies
- IRA, Roth IRA, rollover IRA
- Corporate 401K's
- Simple IRA
Estate Analysis
- Presenting the client's financial situation.
- Addressing the caring for future heirs and dependents
- Gifting to heirs