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
- Municipal Bonds
- Stocks, Corporate Bonds & REITS
- MLCD (Market-LinkedCD)
- Mutual Funds/EFTs
- 529/College Funding
- Fixed & Variable Annuities
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
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.