Individuals
The Individual Consulting Process
As your investment partner, we are committed to helping you accomplish your unique financial goals and objectives. After developing a thorough understanding of your risk tolerance and short- and long-term goals, we will work together to create a customized investment portfolio designed for you. In order to accomplish this, we will take you through the investment consulting process, which is designed to help us determine how to best address your financial goals and dreams.
We provide assistance in the following areas:
Investments
Annuities
Bonds
Brokerage Accounts
Common Stock
ETFs
Government Securities
Mutual Funds
Roth IRA
SEP IRA
Simple IRA
Traditional IRA
Treasury Bills
Treasury Notes
Financial Planning
401(k) Planning
403(b) Planning
College Plans
Estate Plans
Money Purchasing Plans
Profit Sharing Plans
Retirement Plans
Tax Plans
Insurance
Disability Income Insurance
Life Insurance
Long-Term Care Insurance