Our Services

Why work with us?

We provide sincere and objectively direct advice you can trust. We also disclose the expenses, benefits, and challenges of the investments you currently own or may need in the future so you can plan with confidence. We utilize our unique "tax alpha" expertise to advise you on the tax consequences of your investments. Tax alpha means understanding the net tax versus net profit/loss consequences of your investment.

We are your team of Personal Financial Advisors. We do not take custodianship of your assets, your checks are only payable to the investment accounts that you own. We are passionate about helping you design secure, successful tomorrows. We love what we do, and we do it well. We will work with you to customize the solution to your unique circumstances. Think of us as your financial coach; we can guide you among the complex decisions regarding your financial investments processing and the management of your money. This includes your Retirement Account options when you are no longer working or retire. Unlike many large financial institutions, we know our clients personally and always work in your best interest. Your investment assets are directly registered with the company you invest in; not in our firm’s name. You are a very important person to us - not just an account number. Call us today!

Services and Solutions

Most of the listed services and types of Investment Strategies are compensated to your advisor or agent within the categories listed. What is best for your needs should be discussed in a meeting or conference call. On many occasions, our holistic approach to serving clients reaches beyond investments and into insurance, tax planning, and estate planning. It is common to collaborate with your other skilled professionals to complete your plan.

Through our collaborative relationships, we can help you with a comprehensive suite of services and customized solutions that cover the entire spectrum of wealth management, including:

  • Strict confidentiality and compliance standards.
  • Customized or model portfolio management
  • Retirement planning accounts using IRAs, Roth IRAs and 401(k) Rollovers
  • Small business retirement plans: SEP IRAs and Simple IRAs
  • Individual, Joint and Trust Accounts
  • Education: including College funding 529 plans
  • Estate and Asset protection planning
  • Business planning: qualified plans, business succession planning
  • Risk management: life, disability, and long-term care insurance evaluations

Some types of Investment Securities that we potentially evaluate as investment options for our clients:

  • Mutual Funds
  • 529 College Funding Plans
  • Stocks and Bonds
  • Corporate or Municipal Bonds
  • CD's (Certificates of Deposit insured by FDIC)
  • REIT's (Real Estate Investment Trusts) Market alternative investments
  • Limited Partnerships and Business Development Companies
  • Annuities (Fixed, Immediate, and Variable)
  • Life Insurance (Term, UL and VUL)

For information regarding our specific services, please contact us for a confidential, no obligation consultation.

(It should not be assumed that recommendations made in the future will be profitable or will equal the performance of investments of the past. The investment return and principal value of an investment will fluctuate over time and an investor's shares, when redeemed, may be worth more or less than their original cost.)

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck