INTEGRATED FINANCIAL PLANNING

No matter your situation, we can help you build a plan that helps you make the most of your financial life today, tomorrow, and beyond.

Retirement Planning

Your retirement plan matters. Done right, it can set you up to enjoy a retirement without financial worry.

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Investment Management

Depending on what you’re investing for and when you want it, we’ll recommend a portfolio specific to you.

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Annuities

Fixed Annuities and Fixed Indexed Annuities can be used to generate lifetime income or simply as long term growth vehicles to save for later on without market risk fears. 

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Estate Planning

Your family, legacy and values are what matters most. Protect and preserve your assets for those you love the most.

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Long-Term Care

Decrease the impact of life’s unexpected challenges – sickness, disability, or death – by having a plan in place.

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401K, 403b, TSP Rollovers

You may roll over a 401(k), 403(b), TSP, or other employer-sponsored retirement plans.

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Fixed Asset Management

The assets of your company are a valuable part of your operations and need to be controlled carefully.

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Education Planning

Ensure that your children or grandchildren will have the funds to pay for higher education expenses.

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Ready To Talk To An Advisor?

Book your complimentary consultation now.

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START PLANNING FOR RETIREMENT

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Tools For Your Financial Future

Tools For Your Financial Future

We seek to simplify complex financial terms and investment options, offer honest advice, and help you navigate the complexities of financial strategies.

  • Annuities
  • 401k, 403b, TSP Rollovers
  • 457 Plans
  • 429 Plans
  • General Securities
  • Life Insurance
  • Long Term Care
  • And more!

We’re Your Fiduciary

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Attend One Of Our Seminars

Attend One Of Our Seminars

We invite you to attend one of our complimentary virtual financial planning seminars. Learn the importance of planning for future care, how to protect your assets, or just review the basics of retirement.

  • Asset Preservation
  • Medicaid Spend Down
  • Long-Term Care Self-Insuring Strategies
  • Strategy for creating income stream for family from your IRA after you have passed away (stretch IRA)
  • Home healthcare options (HHC doubler)
  • Preview of financial tools available to ensure you will not run out of money before you have passed away
  • How do financial advisors get paid? (Free commissions, product fees, assets management fees)

 

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Resources

We’ve found that the most successful solutions begin by asking the right questions.

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Will Your Money Last As Long As You Do?

Will Your Money Last As Long As You Do?

Find out what financial challenges you can expect down the road

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3 Questions To Ask a Potential Financial Advisor During Your Next Consultation

3 Questions To Ask a Potential Financial Advisor During Your Next Consultation

Choose the right Financial Advisor

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Ready To Plan For Your Goals?

Ready To Plan For Your Goals?

Making decisions about your finances can be paralyzing. There are so many factors to consider, and the right answer is not always obvious.

We can help you take the first step into a financially stable and predictable future.

Start Planning

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