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Our Capabilities

Planning

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

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

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.

Educational Insights

What Is a 1031 Exchange?

What Is a 1031 Exchange?

A look at 1031 Exchanges, a real estate investment strategy that may allow you to defer your capital gains taxes.
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What's New for Social Security?

What's New for Social Security?

There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.
Learn More