Our Professional Services

Our Professional Services

Our independence allows us the ability to provide you with an expansive list of investment and insurance options to address your specific needs and goals, and to build a financial plan around those needs rather than around a pre-determined list of products. While many advisors and firms know what they’ll recommend before you ever sit down to meet, we follow a strict process to ensure we’re making recommendations that will positively impact your financial future in the most efficient manner possible.

Investment Services

  • Mutual Funds: Mutual funds are an efficient way to invest, providing built-in diversification and simplicity for retirement savings.
  • Exchange Traded Funds: In many ways similar to mutual funds, ETFs offer efficiency and diversification, along with the flexibility to enter and exit the fund at any time.
  • Stocks: The traditional process of buying and selling individual stocks can be part of an overall strategy for many investors.
  • Bonds: Bonds are included in many financial plans as a means to diversify outside the market, provide tax advantages, and help mitigate risk.
  • Managed Accounts: As money managers, our team can personally manage your specific portfolio of investments to help ensure it’s performing according to your plan.
  • Real Estate Investment Trusts: A wide variety of REITS, in various industries and with various risk levels, can offer another option for diversification outside the market.

Insurance Services

  • Life Insurance: What happens if you die too soon? Will your family be cared for? Life insurance can create that security for you and your family.
  • Disability Insurance: An accident or illness can prevent your ability to work, and significantly impact your finances and savings. We’ll help you avoid this disruption.
  • Annuities: Including an annuity into your financial plan can help provide tax advantages and generate regular income in retirement.
  • Long-Term Care Insurance: The cost of long-term care can pose a threat to your hard-earned savings. We help you prepare for those expenses in advance.
  • Healthcare Insurance/Medicare Supplements: Help navigating through the complex system of today’s healthcare.

What keeps you up at night?

We all work for our money but, believe it or not, there are ways to make your money work for you too. Having a solid financial plan can help you rest easy and know that you’re taken care of. Whether you are just starting out or you’re already enjoying retirement, the key is in the approach.  We’re here to help.
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