Our Services

INVESTMENTS

Is your portfolio properly diversified?

  •   Mutual Funds

  •   Brokerage Accounts

  •   Portfolio Design and Review

  •   Stocks and Bonds

  •   Exchange Traded Funds (ETFs)

  •   Real Estate Investment Trusts (Reits)

  •   Oil and Gas Partnerships

  •   529 College Savings Plan

  •   Education IRA

RETIREMENT PLANNING

Are you on track to live comfortably off of your current retirement funds?

  •   IRAs (Traditional, Roth, Rollover, Inherited)

  •   401(k) Plans (Group and Solo)

  •   403(b), 457, TSA Plans

  •   Profit Sharing Plans

  •   Cash Flow Needs

PLANNING FOR SPECIAL SITUATIONS

Would you have enough funds easily accessible at a time of need?

  •    Loss of Spouse

  •   Divorce

  •   Inheritance

  •   Legal Settlement 

ESTATE PLANNING

Is your spouse ready to take over family financials should something happen to you?

  •   Beneficiary Designation Review

  •   Legacy Planning

  •   Trust Funds

 

Diversification does not guarantee a profit or protect against loss.