OUR SERVICES
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.
CLEAR VISION
Investments
All our lives we’ve been told to “invest in the stock market” or “buy mutual funds” but what we’ve been taught isn’t necessarily in our best interest. If you’re ready for a different approach to investing, one that uses academic principles and proven strategies for portfolio growth.
- Bonds
- Common Stock
- Educational IRA
- Traditional IRA
- Roth IRA
- SEP IRA
- Simple IRA
- Brokerage Accounts
COMPREHENSIVE
Financial Planning
When we think about financial planning, we often think about retirement. But there are a lot of adventures between now and retirement: college funds, family vacations, your dream home, or saving up for a business acquisition to name a few. The best athletes have coaches, and a financial coach will help you reach your dreams.
- Retirement Plans
- Tax Plans
- 401(k) Planning
- 403(b) Planning
- College Plans
- Estate Plans
- Money Purchasing Plans
- Profit Sharing Plans
GET COVERED
Insurance
Insurance is there in case life throws us a curveball. We can still stay in the game without destroying the wealth we’ve worked so hard to create. Find out what types of insurance are right for you and your family.
- Disability Income Insurance
- Life Insurance
- Long-Term-Care Insurance
COMPREHENSIVE
Estate Planning
Our system has dozens of customization features to allow you to craft a Comprehensive Estate Plan, written by attorneys but customized by you to fit your needs. No more waiting weeks for your completed Estate Plan documents! You can download your complete plan in a matter of minutes after you finish the interview.
- Revocable Living Trust
- Certificate of Trust
- Last Will & Testament
- Living Will
- Financial Power of Attorney
- Health Care Power of Attorney
- Advance Directives
- Online Funding Kit
