The Service & Support You Need to Thrive

Comprehensive Financial Planning & Advisory Services

Client-specific recommendations regarding:

• Tax Planning Strategies
• Retirement Planning Strategies
• Social Security Income Maximization
• Investments and Portfolio Income Planning
• Behavioral Financial Advice
• Insurance Needs Analysis
• Educational Funding
• Employee Benefits Analysis
• Estate Planning
• Cash Flow Maximization
• Financing Options
• Charitable Donation Strategies
• Fee Only Consultative Services

Comprehensive Family Resource Planning

• Financial Education and Guidance
• Intergenerational Planning
• Wealth Transfer
• Estate Asset Management
• Care Giving and Supportive Strategies
• Advisor Directed Trust Services - Premier Trust

Investment Services:

• Fee-Only Investment Management
• Mutual Funds, Stocks, Bonds, and Exchange Traded Mutual Funds (ETF's)
• Income Tax Credit Programs
• Fixed, Variable and Equity-Indexed and Immediate Income Annuities
• Real Estate Investment Trusts (REIT's)
• Alternative Investments
• Socially Conscious Investments

Insurance Services:

• Life Insurance (Term, Universal, Variable & Whole Life)
• Long Term Care Insurance
• Disability Income Protection
• Business Owner Buy-Out Insurance for Death & Disability
• Business Overhead Expense

Corporate Services:

• Financial Planning and Wellness Programs for Employees
• 401(k) Plan Consultation, Implementation, and Servicing
• Small Business Retirement Plans: SEP-IRA, SIMPLE IRA, Solo 401(k)
• Employer-Sponsored 529 Plan Consultation, Implementation, and Servicing