Broker Check

Menu of Services

  • Financial Plan Development (Utilizing State of the Art Technology)
  • Strategic Money Management
  • Investment Consulting
  • Retirement Planning and Beyond
  • Business Retirement Plans
  • Rollover Services
  • Income Planning
  • Tax Favorable Investing
  • Alternative Investment Selection
  • Risk Management and Asset Protection
  • Investment Withdrawal Strategies
  • Wealth Transfer Strategies
  • Insurance
  • Social Security Planning
  • Eldercare and Long-term Care Planning
  • College Planning
  • Business Succession Planning
  • Charitable Giving
  • S.O.S. (Second Opinion Service)
  • Memory Money Investing
  • Other Services: _____________________

*Work performed by us can be paid utilizing an hourly fee arrangement, a one-time fee, a fee on retainer, or by implementing our tailored recommendations with our firm.

Complimentary Service Recommendations

  • CPA (Accounting Services)
  • Attorney (i.e. Trust Services)
  • Mortgage Representative
  • Home & Auto Insurance Services
  • Private Banking
  • Business Banker
  • Real Estate Agent

*On behalf of our clients, we coordinate with advisors in these sectors of the financial industry who can provide services which may be of interest.