Services
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Comprehensive Financial Planning
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We strive to make your life easier and your financial future clearer. We believe a thorough and thoughtful financial plan is at the heart of a successful long-term relationship with our clients. It helps us to do our very best work for you. Further, it is our experience that having a formal written retirement plan may substantially reduce your anxiety over the unknown.
“He who fails to plan, plans to fail”. - Winston Churchill
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401k, Other Retirement Plan, and Pension Reviews
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Whether you are a one person shop, a large company with multiple locations, or a non-profit, we strive to develop and service a robust and streamlined retirement plan for you and your employees. Our goal is to limit the time you have to spend administering the plan, reduce your fiduciary liability, and offer investment guidance and education to all participants.
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Family Finance Assistance including Budgeting
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Although some people may think of budgeting as a four letter word, we’re not focused on setting a spending limit for you. We are involved in understanding how you spend so we can compare it to all of your income sources and making recommendations from there to help ensure your money is available to take care of the things that are most important to you.
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College Investment Planning
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For many people, providing for a child or grandchild or helping provide a college education is an important goal. But, paying for college isn’t easy and its fairly safe to assume it isn’t going to get less expensive over time. Starting to save early can be helpful and we are here to provide information and guidance.
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Debt Reduction Strategies
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As part of a financial plan, we can help you determine when and where borrowing makes sense as well as assist you in determining viable debt reduction strategies.
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Retirement Readiness Reviews
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Content coming soon!
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Tax Planning Pertaining to Investments
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Content coming soon!
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Estate Planning and Wealth Transfer Strategies
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Content coming soon!
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Asset Protection
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Content coming soon!
Products:
Employer Sponsored Retirement Plans
The Establishment and Servicing of Employer Sponsored Retirement Plans like 401k’s as well as other Group Benefits such as Group Long Term Care Insurance, Group Life, Company Sponsored College Savings Plans, Key Person Insurance
Individual Insurance Contracts
Individual Insurance Contracts including - Life, Health, Long Term Care, and Disability
Investment Products
Investment Products including Mutual Funds, Unit Investment Trusts, Exchange Traded Funds, Closed End Funds, Fixed income investments, Brokered CD’s, Municipal Bonds, Corporate Bonds, Preferred Securities, Stocks, Variable Annuities, Fixed and Fixed Index Annuities, Money Market and Cash Management
Change your Future Today
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.
