Financial Planning

Once we understand your unique financial situation, we will develop and implement a personalized plan to work towards accomplishing your goals and objectives. This could include utilizing any of the following:

• Stocks, Bonds, Mutual Funds, and Annuities
  
• 401(k) Rollovers
  
• Traditional and Roth IRAs
  
• Money Market Accounts (with check writing)
  
• Risk Management
  
• Investment Advisory Services
  
• Retirement Income Planning
  
• Portfolio Construction & Management
  
• Education Savings Accounts
  
• Life, Disability Income, and Long-Term Care Insurance Planning
  
• Estate Planning Assistance
  
• Employer-Sponsored Retirement Plan Analysis for Business Owners and Managers
  
• Smartdonor™ Charitable Giving Services for donors and not-for-profit organizations