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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

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