INDIVIDUAL PLANNING
Our approach to financial planning is consistent, purposeful, and continuous. We'll begin with an initial meeting where we'll get to know each other and get organized. Next, we'll analyze your financial situation and build your financial plan. Then, with your assistance, we'll put the recommendations in place. Finally, we'll keep your financial plan on track with regular ongoing meetings. Below is a list of topics we may cover during the process:
- General financial planning
- Fee-based planning
- Cash flow planning
- Protection planning
- Tax planning
- Investment planning
- Retirement planning
- College planning
- Estate planning
PRODUCTS & SERVICES
- Life Insurance
- Income Replacement / Disability Income Insurance
- Long-term Care Insurance
- Individual Retirement Accounts (IRA)
- Brokerage Accounts
- Managed Accounts
- Variable Annuity
- Fixed Annuity
- Mutual Funds