Financial Services
A vital part in any financial strategy is to prepare for the unknown. If you become ill or die prematurely, how will your family manage without your income? And in retirement, you’ll be spending your money differently, so learning how to manage your income during this life transition is essential to having greater confidence about where you are in life. We offer a wide range of services.
Services for Individuals
We feel strongly about working with individuals who are in charge of their own finances or their family’s. We work with many who are savvy, smart, and capable but who also want to become more confident in managing their finances and wish to work with someone who puts a high priority on financial communication, financial planning and investment management. We specialize in helping work through unique financial situations, a partial list including:
- Retirement and planning
- Divorce
- Elderly parent care management
- Sudden wealth management
- College
- 401(k) and IRAs
- Social Security
Services for Companies
Companies and those who own a business have different challenges than individuals. We address the goals and needs of every business owner and offer an array of services that work for your company. We understand and adhere to the Department of Labor rules and regulations and understand the IRS code. We can help you provide a relevant and meaningful benefit for your staff so you may retain your employees. A partial list of what we offer:
- Calculating your future cash flow needs
- Business succession
- Long-term care planning
- 401k(s) (Roth and traditional)
- Key-man insurance
