Broker Check

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

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.   |  336-854-4458