fbpx

Services

We don’t just focus on one area of your financial life. Our full suite of services allows us to address and answer all the questions you have about your money.

Comprehensive Financial Planning

On some level, we’re all financial planners: Do you plan on putting away some money for the future or blowing it all on clothes? Making responsible financial decisions can be difficult and no one is born with the necessary skills. That’s why we’re here to help.

Why should I use a financial advisor?

Preparation is the key to a great retirement, but it requires many decisions – decisions that you shouldn’t make lightly. A professional financial planner can help you make the right decisions, showing you all the options and creating a strategy that gets you where you want to go.

The Power of Choice

When you work with us, we have access to a wide range of financial and retirement products. Instead of affiliating ourselves with one company, we’re able to offer you a variety of choices from several respected institutions. We help you find the right products to match your goals.

Wealth Management

Our experienced team is knowledgeable about every element of wealth management. We take pride in providing sound advice that leads to greater financial security and flexibility.

When you sit down with us, we’ll start with your goals. What do you truly want from life? Then we’ll use sound investment principles to craft a financial strategy that’s right for you. Your customized plan will identify your potential for risk, address possible future obstacles, and create an income plan for your desired lifestyle in retirement.

Best of all, we center our wealth management advice on your best interests, not ours. We provide guidance that is customized to help you achieve the things you truly want in life.

JAML
CHTable

Asset Protection &
Risk Management

Asset protection is more than just strategic asset allocation. It’s also important to consider product allocation: finding the right mix of products in efforts to protect your money from market declines throughout retirement.

Diversifying your retirement assets among a variety of insurance and investment products may offer you the best chance of meeting your retirement income goals. By examining your unique situation, we can help you identify and implement the right vehicles to protect the assets you’ve worked hard to accumulate.

Family Protection

What will happen to your family if something happens to you? Life insurance can protect the ones that you love and ensure that those you leave behind don’t have to make hard choices down the road. We look at how much you might need and how long you need it, then identify the right policies that fit your situation.

Rising health care costs and the need for care can also dramatically impact your family’s future. We ask the hard questions, including “Who will take care of you when you need it?” and “How will you pay for those services?” We have access to a variety of long-term care products, designed to protect your assets from being consumed by a devastating health-related event.

Fellas2
Laughter

Leaving a Legacy

Your assets represent a life of hard work. But without proper planning, they may not be distributed the way you want – and even Uncle Sam might take a cut. We start by asking whom you wish to provide for when you’re gone. Then we work with qualified estate planning attorneys to establish a plan for distributing your assets in a tax-efficient manner. Our goal is to maximize the amount of money that transfers directly to your beneficiaries.

Scroll to Top