Solutions

Products and services. Aligned with your priorities.

Working Together to Create a Financial Strategy:
Most often our clients ask us to serve as their financial representative on an ongoing basis. We continuously review and give written recommendations on how to progress toward your financial goals. Our in-depth financial planning covers topics such as:
- Retirement
- Social Security maximization
- Investments
- Estate strategies
- Tax diversification
- Cash flow management
- Education planning

Fee Based Planning Option:
We want to help you reach your financial goals! Through an advice based service we can partner together throughout your financial journey.  We provide you with financial advice that evolves as your needs and goals change. The financial advice created for you may be comprehensive in nature, taking into account many areas of your financial life, or could be focused on one or two topics. Service includes:
- Ongoing relationships (you may terminate the agreement at any time).
- Personalized written recommendations and financial planning analysis on your needs and objectives on an annual basis.
- Conversations to help you stay on track—in person or over the phone.

What We Offer

Mutual Funds

Mutual Funds

Our fund options offer flexibility and choice to help you manage risk, build a diversified portfolio and pursue lifelong goals.

Financial Guidance

Financial Guidance

We work with you to create a personalized strategy and support you with ongoing guidance to help you reach your goals, no matter where you're starting from.

Charitable Giving Solutions

Charitable Giving Solutions

Thankful for all you've been given? We can help you give back.

Traditional and Roth IRAs

Traditional and Roth IRAs

You can use these tax-advantaged accounts to help you save for retirement — and perhaps fund other needs, such as a home purchase or a child's education.

Investments

Investments

Our options help you balance performance and purpose.

Health Insurance

Health Insurance

We can help you assess your options, including those available through your employer and government programs.