There are many financial products in the market and we understand that choosing the ones that best meet your needs can be complicated and daunting. We use a holistic approach when working with you, taking into consideration your investment objective, risk tolerance, investment preference, time horizon and more. As you move through different stages in life, these factors and your financial situation will change, as so should your investment mix. We are here to help you navigate through these changes as smoothly as possible.
Our products and services include:
Investments
- Common stocks
- Equity Mutual funds
- Bond Mutual funds
- Exchange Traded Funds (ETFs)
- Real Estate Investment Trusts (REITs)
- Structured products
- Alternative Investments
- Cash management
- Asset allocation
Retirement / Income Planning
- IRAs: Traditional, Roth, Simple, SEP
- Variable annuities
- Fixed annuities
- Medicare planning
- Social security analysis
- Pension analysis
- 401K education
- Required Minimum Distributions (RMD) Assistance
Insurance
- Life insurance
- Long-Term Care
- Disability insurance
Tax Planning
- Tax planning strategies
- Tax loss harvesting
- Capital gains distribution management
Estate Planning
- Estate planning strategies
- Planning for charitable giving
- UTMA/UGMA
- Legacy planning
- Generational wealth planning
Education Planning
- 529 plans
Financial Planning
- Comprehensive financial planning*
* Financial planning offered through LPL Financial, a registered investment advisor
