Our Services

FINANCIAL PLANNING & INVESTMENT MANAGEMENT

PORTFOLIO DESIGN
You aren’t two dimensional and your portfolios shouldn’t be either. Discover how we can help you achieve your financial goals.

QUALITY PRODUCTS FROM EXCEPTIONAL COMPANIES:

INSURANCE

SOCIAL SECURITY MAXIMIZATION
One of the most imperative decisions you can make in regards to your retirement is when to start receiving your Social Security benefit. There are pros and cons to delaying your benefit, as well as receiving it as soon as you become eligible - at age 62. We can help you navigate this process by showing you precisely what to do, and at what time, to maximize your Social Security Benefit.
PORTFOLIO DESIGN
You aren’t two dimensional and your portfolios shouldn’t be either. Discover how we can help you achieve your financial goals.
INVESTMENT MANAGEMENT
Investment management is not just buying and selling securities. It is devising a short or long-term investment strategy then implementing it.
PERSONAL FINANCIAL PLANNING
Personal Financial Planning is the process of formulating, implementing and monitoring financial decisions into a plan, integrated with your personal values, that guides individuals or a family to achieve their goals.
Educational Planning
Putting children through college is one of the largest expenses most families will ever face and education costs have dramatically outpaced inflation. According to the US Department of Education, the average annual cost of public school increased 6.5 percent each year over the last decade. Planning now can make paying for education easier.
Retirement Planning
How can you have the retirement you’ve always wanted? Once you retire, you will want to experience all the things you couldn’t do when you were too busy working. Exotic travel vacations, marathon running, novel writing, spending more time with friends and family — the possibilities are almost endless. There are several steps, from budgeting and setting goals to choosing the right financial planner that will help you map out a plan that’s right for you.
Estate Planning
Making sure all your beneficiary forms are in order, that you are transferring your assets in the most tax efficient manner, and that you have a continuity plan in place to ensure that your loved ones are taken care of while your estate is making its way through the courts, are all vital pieces of your plan. Give you and your loved ones the peace of mind that comes with knowing that you have a sound financial plan that takes care of them when the time comes.
FINANCIAL RECOVERY FOLLOWING DIVORCE
Short- and long-term goals will change dramatically, and you will be forced to reexamine your financial future with a new set of facts that will be a significant departure from your status as a married person.
SOCIAL SECURITY MAXIMIZATION
One of the most imperative decisions you can make in regards to your retirement is when to start receiving your Social Security benefit. There are pros and cons to delaying your benefit, as well as receiving it as soon as you become eligible - at age 62. We can help you navigate this process by showing you precisely what to do, and at what time, to maximize your Social Security Benefit.
LIFE INSURANCE
With the right life insurance coverage, we can be confident knowing that our loved ones will be able to live out their dreams, no matter what the future holds. We do everything we can for our loved ones, not because we have to, but because we want to. If you're looking for affordable life insurance coverage for a specific period of time, term life insurance may be right for you. Permanent life insurance offers many different options and you can find the right guarantees, flexibility and cash value options to fit your needs.
ANNUITY REVIEW
Are you seeking guaranteed retirement income or looking for an additional tax-advantaged way to save for retirement? We have a broad selection of retirement annuity products designed to help fit your needs. Our highly trained professionals are ready to guide you and help you feel confident you're making the most suitable retirement planning decisions. We can review your current annuity to see if there is a more suitable lower-cost option available that might provide you with more competitive rates.

LONG-TERM CARE

Unlike traditional health insurance, long-term care insurance is designed to cover long-term services and support. This includes personal and custodial care in a variety of settings such as your home, a community organization, or other facility. Long-term care insurance policies reimburse policyholders a daily amount (up to a pre-selected limit) for services to assist them with activities of daily living such as bathing, dressing, or eating.

Financial Planning

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