What We Do

Services

Investing can seem complicated. The public is bombarded with mixed messages and conflicting information. Our goal is to sift through the investment choices you have to develop a plan that works for you.

Wealth Management

  • Fee-Based Money Management
  • ETFs (Exchange Traded Funds)
  • Mutual Funds
  • Closed- End Funds
  • Stocks & Bonds
  • Fixed & Variable Annuities
  • Municipal Bonds
  • Portfolio Analysis

Estate Planning*

  • Evaluating Your Need for a Trust
  • Life Insurance

Retirement Planning

  • 401(k)
  • Profit Sharing
  • SEP, Simple IRA
  • Self-Directed IRA’s
  • Lump Sum Retirement Distributions
  • Retirement Income Analysis