top of page

Individual Services

As your life changes, so do your financial needs. As comprehensive advisors, we work closely with you through each stage in your life and offer flexible, individualized planning to grow with you.

Individual Services

Comprehensive Financial Planning
We build a personalized plan to help you better understand your current situation and build a roadmap for the future you envision. A key piece of this is identifying and minimizing risks that could get in your way.

Accumulation Strategies – Building your Wealth

Retirement Savings Programs
Traditional and Roth IRA's
Rollover IRA’s

Education Savings Programs
Sections 529 Plans
Custodial Accounts: UGMA, UTMA
Educational IRA’s
Coverdell Education Savings Account

Equity Investments
Individual Stocks
Mutual Funds
Exchange Traded Funds (ETF’s)

Fixed Income Investments
Corporate Bonds
Municipal Bonds
US Treasury and Agency Securities
Mortgage Backed Securities
Fixed Annuities

Alternative Investments
Real Estate Investment Trusts (REITs)
Unit Investment Trusts
Variable Annuities

Conservation Strategies – Managing Risks
Life Insurance Strategies
Long Term Care Insurance
Health Savings Accounts
Estate Planning Strategies
Tax Planning Strategies

Distribution Strategies – Planning your Income
Retirement Income Planning
Estate Planning Strategies
Charitable Giving

bottom of page