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Investment Services

We take time to educate you about the keys to financial planning.

With sound and trusted advice from us, you’ll be able to make the best investment choices for your financial future. If the world of investing is confusing to you, then you’ll appreciate working with us because we believe financial education should be free. Our goal is to be certain you’re comfortable with your investment strategy … so we take time to educate you about the advantages and disadvantages of each type of investment available to you.

Financial planning

Once we assess your current financial situation, we’ll develop a personal financial plan based on your objectives and tolerance for risk. We strive to help you achieve your goals — and still be able to sleep at night! You may choose from many investment options:

  • Self-directed individual Roth and traditional IRAs
  • Employer-sponsored 401Ks, SEP-IRAs or SIMPLE-IRAs
  • Stocks
  • Bonds
  • Mutual funds
  • Money market funds
  • Certificates of deposit
  • Annuities
  • Whole and term life insurance
  • Long-term care insurance

Retirement planning

Careful planning and consistent saving are critical to ensuring you have enough money to last your lifetime. We’ll evaluate your expected income sources in retirement and the amount of money you think you’ll need to maintain your lifestyle. Then we’ll develop an investment plan to increase the likelihood you’ll reach your goals.

Our extensive tax expertise enables us to also advise you on tax-efficient investing and estate planning — so you’ll be able to leave more of your assets to your heirs.

We have your best interest in mind and want to build a long-term relationship as your trusted investment and tax advisor. Contact us to schedule a no-obligation, complimentary consultation.

Retirement

Years of experience have prepared us to guide you through your life transitions.

Cash Flow Management

We create strategies that are tailored to your needs and goals.

A Holistic Approach

We help you protect your lifetime ability to generate income, maintain employment, grow earnings and build your net worth. 

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