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
- Donor-advised funds
- Stretch beneficiary designations
- Strategies to spread beneficiary distributions over time rather than lump sum
Retirement Planning
- 401(k)
- Profit Sharing
- SEP, Simple IRA
- Self-Directed IRA’s
- Lump Sum Retirement Distributions
- Retirement Income Analysis
