Financial Services We Offer
Our expertise encompasses a broad spectrum of services geared toward individuals and business owners.
Our approach to assisting you in the identification of your financial objectives is based on a solid foundation of five disciplined steps and procedures.
During a complimentary session, we will determine if our firm can provide the services required to help meet your financial planning and investment management needs.
This initial meeting will provide an opportunity for you to present an overview of your financial situation and expectations. We will discuss your goals and any concerns you have about your financial future.
Without obligation we can discuss your financial objectives and provide you a basic understanding of the steps necessary to help you achieve your goals. Please contact our office to schedule your complimentary introductory meeting.
You need a financial advisor who is as passionate about your dreams as you are, someone who will take the time to get to know you – not as just another account – but someone who “connects” with you. Our goal is to form a long-term relationship by working one-on-one with you to help you discover and define your personal goals, and then to devise a plan that may help you achieve them.
Are you well invested? Wondering if there’s a better way? Today’s investment environment is more complicated than ever. At this stage in your life, you may require a higher degree of customization and advice regarding your growing investments and desire for financial independence.
Our mission is to stand beside you – to help make wealth management simpler for you. Our firm has helped clients – just like you – to develop a flexible wealth plan that’s designed to help achieve your financial goals.
As independent registered representatives, we are not pressured by a parent company to direct you into their “in-house” financial products. We have the freedom to provide you with a wide variety of investment choices that the financial services industry has to offer.
With our extensive resources and comprehensive wealth management services, we can help keep you moving forward through each stage of your wealth management plan. We function in a totally unbiased atmosphere where the only factor in our decision-making is what is best for you.
Our firm specializes in wealth management consulting – developing long-term investment strategies for investors. We take an objective and unbiased approach, tailoring each plan based on such questions as:
How should my money be invested?
How much money should I save for retirement?
What if I wish to help my children/grandchildren attend college?
What should I do with my company retirement plans?
How do I know if my insurance program is adequate to protect my family and myself in the areas of long-term care and life insurance?
What are the different strategies to transfer my wealth to my heirs?