Products and services. Aligned with your priorities.
Our mission is to provide training and guidance that will help you plan for – and protect – the financial future you envision for yourself and your family. You might first encounter us during a group presentation. After we follow up, we can meet with you, one-on-one, to learn about your needs, goals and situation. If you're married, we'll welcome your spouse into the conversation, as well. It's important that those most affected by your financial plans are aware and involved at this stage. Drawing from our experience as retired law enforcement officers, firefighters and military veterans– and from years of assisting fellow public servants – we'll help you understand how you can maximize the impacts (and tax efficiency) of your pension and other benefits. We'll also fill you in on ways you can supplement those assets. Our goal is to help you build a sound, holistic strategy that will support your retirement plans while safeguarding against uncertainty. Our areas of focus include financial protection (through insurance and other means); investments; and retirement planning. We're active listeners, committed to developing a close working relationship so we can target our advice to your specific hopes and dreams. We understand your goals may include generating income, saving for your children's college education, and supporting causes, communities and organizations that are close to your heart.
What We Offer
Mutual Funds
Our fund options offer flexibility and choice to help you manage risk, build a diversified portfolio and pursue lifelong goals.
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
Thankful for all you've been given? We can help you give back.
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
Our options help you balance performance and purpose.
Health Insurance
We can help you assess your options, including those available through your employer and government programs.
