Areas of Practice
We offer a wide variety of traditional and non-traditional investment products for our clients. Here are a few examples:
- IRA - Roth IRA - SEP IRA - 529 and college savings plans - brokerage accounts - and many more.
- Mutual Funds - ETF - Stock and bond trading - An exceptional variety or alternative investments.
- Custom/Rep directed portfolios - Third party Mutual fund/SMA/UMA portfolios
The insurance world is huge and we are educated and prepared to help you navigate it. Here are just a few of the products we offer:
- Life Insurance -Term/Whole Life/ Guaranteed Issue/Indexed/Cash Value Building Life Insurance/ Universal Life
- Disability Insurance - Long Term Care -
- Health Insurance - Dental Insurance - Vision Insurance
- Custom tailored financial plans ranging from very simple budgeting/cash flow/net worth statements to highly detailed estate and business transition planning.
- This service is almost infinitely customizable and interchangeable, depending on the unique and ever changing needs of the client or family.
- A financial plan is a living document that must adapt to the constant changes in your life situation and needs to be revisited on a regular basis.
This is a very rewarding space and deserves a page dedicated to the wide variety of services we bring to business owners nationwide.
For years traditional financial services have forced clients to conform to the advisor's business model, often limiting the quality of the experience and satisfaction of the outcome. No more.
We have designed a Three tiered subscription model that includes only the services you want, with the capacity to be easily altered as your needs and wants change.
The flat monthly fee, based on the services in your particular tier makes the relationship expectations clear and measurable.
We believe your planning should be beneficial for generations to come. This has to be an intentional process and requires specialized advice to navigate the minefields that lay before you. Ensuring your wishes are carried out even when you can't be there to steer the ship is a concern we take extremely seriously. Piece of mind frees you up to truly live in the moment and enjoy all that this life has to offer.