Solutions through Independent Financial Planning for Individuals and Businesses…
OUR FEATURED SERVICES
Wealth Building & Wealth Planning
• Asset accumulation plans: for purchasing a home, cottage, land or business • Funding for advanced education • Saving for retirement • Reducing income taxes • Becoming financially independent
Retirement Planning
• Traditional & Roth IRA's • IRA Rollovers • Income Creation • Early Retirement 72T • Required Minimum Distributions
Estate Planning
• Legacy creation • Reduction of estate and income taxes • Wealth preservation and transfer
Business Planning
• 401K • 403B • SEP • Simple Plans • Pension Plans • Retirement Seminars & Workshops
Implementing Plans Through…
• Municipal Securities
• Fee Based Investments
• Professionally managed accounts
• Stocks, bonds, mutual funds and ETFs
• Life, health and disability insurance
• Long-term care policies
• Medicare supplemental policies
• Fixed and variable annuities
Local • Professional • Knowledgeable