Individuals The Individual Consulting ProcessAs 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 AnnuitiesBondsBrokerage AccountsCommon StockETFsGovernment SecuritiesMutual FundsRoth IRASEP IRASimple IRATraditional IRATreasury BillsTreasury Notes Financial Planning 401(k) Planning403(b) PlanningCollege PlansEstate PlansMoney Purchasing PlansProfit Sharing PlansRetirement PlansTax Plans Insurance Disability Income InsuranceLife InsuranceLong-Term Care Insurance Contact Us Name Email Phone Question Thank you! Oops!