Objective Solutions = Your Life and Desired Lifestyle
One of the problems with a listing of offerings is they don’t scratch the surface of the intricacies of planning that transform offerings into customized solutions based on your specific goals and needs. This is where being an independent advisor brings added value through being supported by an array of tools, products and resources for recommendations that are objective, based on what is in your best interests.
The following offering areas provide an overview to what we can access and recommend on your behalf.
Individual Financial Strategies
Individuals
- Comprehensive long- range planning
- Specific target planning
- Hourly consulting
Estate Financial Strategies
Estate
- Wealth preservation strategies
- Family legacy strategies
- Charitable giving strategies
Retirement Financial Strategies
Retirement
- Retirement allocation plan
- IRA/ROTH IRA for Individuals
- Simple IRA for business
- SEP IRA for business
- Pension plans for business
Business Financial Strategies
Business
- Succession planning
- Buy/Sell funding strategies
- Key person incentive strategies
Investments
Investments
- Stocks
- Bonds
- Mutual Funds
- Alternatives
Annuities
Annuities
- Fixed
- Variable
- Indexed
Insurance
Insurance
- Life
- Long term care
- Disability
