Our Services
We provide assistance in the following areas:
Investments
- Stocks, Bonds, and Mutual Funds
- Brokerage Accounts
- Managed Money Accounts
- Variable Annuities
- Fixed Annuities
- Fixed-Indexed Annuities
- Corporate Bond Ladders
- Municipal Bond Ladders
- REITs
- MLPs
- Traditional IRAs
- Rollover IRAs
- Roth IRAs
- SEP IRAs
- Simple IRAs
- Employer Sponsored Plans (401(k), 403(b), 457, TRS, etc.)
- 529 Accounts
- UTMA/UGMA
Financial Planning
- Full Financial Planning
- Organizing Finances and Establishing Objectives
- Expense Review
- Budget Planning
- Cash-Flow Planning
- Portfolio/Investment Review
- Insurance Coverage Review and Needs Analysis
- Review of Employee Benefits
- Social Security Review
- Medicare Review
- Retirement Plans
- Distribution Analysis
- Required Minimum Distribution (RMD) strategies
- College Funding Plans
- Estate Planning
Insurance
- Life Insurance
- Long-Term-Care Insurance
- Key-Man Insurance
- Buy/Sell Agreements
- Disability Income Insurance
- Individual Health Insurance
- Group Health Insurance Management