We provide assistance in the following areas:
Our firm specializes in helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.
We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being.
Budget Planning and Debt Management
Comprehensive Risk Management Plan with Insurance
Fee-based Investment Advisory Platforms
Equities Securities (common and preferred stocks)
Fixed Income Securities (US and global bonds)
Mutual Funds, Exchange Traded Funds, and Closed-End Funds
Unit Investment Trusts and Real Estate Investment Trusts
Tax-Advantaged Investment Strategies
Alternative Investment and Hedging Strategies
Traditional IRAs and Roth IRAs
Disability Income Insurance
Medicare Planning and Medicare Supplemental Insurance
firstname.lastname@example.org | 704-732-0051