Our Services
Comprehensive Financial Planning
We complete a comprehensive analysis and implement a Comprehensive Financial Plan utilizing state-of-the-art technology. A written strategic plan is presented to you with a detailed explanation of the problems and the rationale for the solutions we are presenting.
Retirement Planning
We offer all forms of individual and employer based retirement plans. We help individual investors with their IRA rollovers and supplemental non-taxable plans, as well as Tax Deferred Fixed Indexed Annuities. We provide our retirement planning by completing the following 6-step process:
- Analyze current retirement plans and means
- Discuss goals, lifestyle, and time lines
- Review, analyze resources
- Review, recommend distribution techniques for qualified plans
- Coordinate with estate, investment, insurance, business planning
- Implementation assistance
Asset Protection Planning
We provide the highly specialized Asset Protection Planning that Medical Professionals and Business Owners are in particular need of. Assuring Financial goals require nothing less.
Estate Planning
We work with our clients to organize their wills, consider trusts and analyze other estate matters to reflect personal wishes in a way that minimizes potential tax liability.
Education Planning
Along with retirement, saving for your children's higher education may likely be one of your most important investment objectives. We can help you evaluate a variety of college investment options, and explore opportunities for education planning.