Our Services
Having the right investments is important, but it’s only one piece of a strong wealth management strategy. Having a clearly defined, and regularly reviewed, plan is essential to ensuring that you stay aligned with your goals no matter the market direction. Our collaborative planning for your financial well-being might include the following. (Note: This list is by no means comprehensive. As we work together, we might uncover other tools and strategies that might benefit your particular situation.)
Investments
- Stocks
- Corporate Bonds
- Municipal Bonds
- Government Bonds
- Mutual Funds
- Unit Investment Trust
- Exchange Traded Funds
Types of Accounts
- Individual Account
- Joint Account
- Traditional IRA
- Roth IRA
- SEP IRA
- Simple IRA
- Inherited IRA
- 401(k)
- Defined Benefit Plan
- Profit Sharing Plan
- 529 Plan
- Trust
Insurance
- Variable Annuities
- Fixed Annuities
- Life Insurance
- Long Term Care Insurance
- Disability Income Insurance
Retirement, Legacy and Estate Planning
- Individual and Joint Planning
- Pre-Retirement Planning
- Domestic Partner Planning
- Individual Retirement Planning
- Income Planning for Retirement
- Divorce Planning
- Planning for Widows/Widowers
- Generational Planning
- Business Retirement Planning
- Business Succession Planning
Money Management
- Check Writing
- Debit Card Management
- Margin