Planning
Depending upon what needs are uncovered, one or more approaches may be employed as part of the planning solution. Those may include, but not be limited to, the following:
- Development of a high-level, quick plan when needs are not particularly complex. This is often done for no fee as it serves as much as a fact finder as a plan.
- Development of a full financial plan based upon an exhaustive interview process, often for a fee
Investments
Depending upon the needs of the clients, one or more investments may be recommended, including, but not limited to, the following:
- Equities and fixed income (bonds)
- Mutual funds and ETFs
- Options (as a portfolio or single equity hedge)
- Real estate investments trusts (REITs), both listed and unlisted
- Annuities (immediate, fixed, index, and variable)
- Other alternative investments, such as equipment lease funds or 1031 exchange properties
Insurance
Insurance can play a critical role in one's overall plan by mitigating risk due to death, disability, or a need for physical assistance. As such, we offer a full range of the following products, from multiple carriers:
- Life (Term, Indexed Life, Universal Life, Variable Universal Life, and Whole Life)
- Disability (Individual, Business Overhead Expense, Specialty Markets such as Professional Athletes)
- Long Term Care
Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss.
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