With your goals established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following products and services:

• Fee-Based Accounts
• Taxable vs. Tax-Free Investing
• Treasury
• Municipal Bonds
• Stocks, Corporate Bonds & REITS
• MLCD (Market-LinkedCD)
• Mutual Funds/EFTs
• 529/College Funding
• Fixed & Variable Annuities

Retirement Planning

Our retirement planning process is for those planning to retire within 5-15 years. This option provides an in-depth review of your current financial standing and your retirement objectives.

• 401k’s & 403b’s
• Direct Rollovers of 401k, 403b plans
• IRAs, Roth IRAs & Simples
• Profit Sharing, SEPs

Information Request

In our experience, we have found that there are several roadblocks — lack of goals, inappropriate investments, and procrastination — that keep most people from achieving financial success. In the areas that are a concern to you, please list some specific topics of interest.