Broker Check

Our Services


Our Services

Clear & Straightforward Financial Services

We’ve said it before, but it’s worth noting again: money management can be very overwhelming. And with names like Variable Annuities, SEP-IRA, and 403(b), who wouldn’t be repulsed by the idea of creating a financial strategy? So, although we employ the same cringe-worthy lingo as the industry to describe our services, we take deliberate steps to ensure our clients have a clear and straightforward understanding of how our actions safeguard their financial future.

 

Investment Management

Don’t let the big fancy names intimidate you, the vehicles below are nothing more than tools; devices used to help you take control of your money. Our Investment Management service employs these investment vehicles to balance risks and rewards that are appropriate for a client’s unique situation; empowering them to take control of their money.

  • Bonds
  • Common Stock
  • Traditional, Roth, SEP, Educational, and SIMPLE IRAs
  • Brokerage Accounts
  • Treasury Bills
  • Government Securities
  • Treasury Notes
  • Variable Annuities
  • Alternative Investments

 

Financial Planning Strategies

Were you reading about our Investment Management service and thinking to yourself, “Gee that sounds great, if only I had a strategy for creating wealth, then I could put my money to work for me”? Well, you’re not alone. We’ve developed our Financial Planning service for those individuals in need of a strategy for building and managing assets. Planning for the future is terrifying, especially when contemplating how you’ll pay for it all. So, don’t go it alone, use our experience to develop and implement a financial roadmap.

  • Retirement Planning
  • Estate Planning
  • College Planning
  • 401(k) and 403(b) Planning
  • Money Purchasing Planning
  • Money Management

 

Tax Planning

Oh no, we said the T word. Perhaps the only thing more terrifying than planning for the future is tax planning. At least it is when you don’t have a professional on your side. We assist our clients in all financial regards; helping them navigate the ever-changing financial and regulatory environment. And tax planning is a critical component to a financially secure future. For this reason, we've developed a rolodex of vetted tax professionals who meet our high standards of expertise and professionalism. We refer our clients to these trusted tax pros whenever individuals, families, or businesses need assistance with turning the T word into a non-frightening financial phrase.

  • Individual Tax Preparation and Planning
  • Business Start Up, Counsel and Corporate Taxes
  • Income, Gift, and Estate Tax Returns
  • LLC and Partnership Tax Returns
  • Small Business Accounting Services
  • IRS and State Tax Audits
  • Representation Before the IRS

 

Insurance

Insurance: another excessively-named service complicating a vital component to a complete financial strategy. With terms like Permanent Life Insurance, Universal Life Insurance, and Simplified Issue Life Insurance, selecting insurance is not a simple process whatsoever (and those were only life insurance policies). But do not fret. Just like our vetted list of tax professionals, we've put extensive time into developing a catalog of insurance pros whom we trust to find solutions for our clients. We rely on these resources to rest assured our clients aren't overpaying for insurance, while also knowing they have the right amount of coverage for their unique financial needs.

  • Life Insurance
  • Disability Income Insurance
  • Long Term Care Insurance
  • Health Insurance
  • Property and Casualty Insurance