What We Do
We Provide Access to the Independent Universe of Choice
In your financial life, proper planning is an essential component. The most important part of a good financial plan is it's ability to change and adapt to changing circumstances. We offer a breadth of financial tools to help you make the most of your changing life. As a full spectrum, independent financial advisory firm, it is our goal to help you coordinate your goals with the tools necessary to make them achievable. With a full toolbox, we never need to force a hammer to do a job best suited to a screwdriver.
Our Services
- Financial Plan Creation, Presentation and Coordination of Implementation
- Portfolio Analysis
- Risk Profile Creation
- Goal Funding Modeling and Success Projections
- Cash Flow and Budget Analysis
- Tax Planning Strategies
- Estate and Trust Planning and Coordination with Attorneys
- College Expense Needs Analysis
- Insurance Needs Analysis and Risk Management
- Social Security Analysis
- Pension Analysis
- Employer Benefit Analysis
- Health Coverage and Medicare Analysis
- Death Benefit and Claims Assistance
Our Products
- Brokerage Accounts
- Advisory and Fee only Accounts
- Life Insurance
- Disability Insurance
- Long Term Care Insurance
- Individual Mutual Funds
- Individual Retirement Accounts
- Self Employed Retirement Plans
- Small Business Employer Sponsored Plans
- Large Employer Retirement Plans
- College Funding Accounts
- Alternative and Direct Participation Investments
- Real Estate Investment Trusts
- Variable, Fixed and Indexed Annuities
- Medicare Plans