Broker Check

FINANCIAL SERVICES

Today, people are living longer through retirement, and financial planning during these years is more critical than ever before.  Our firm stands ready to serve our clients by developing a comprehensive, cohesive financial strategy that fits their unique needs and enables them to pursue both short-term and long-term objectives.  Our wealth management advisors focus on developing long-term relationships with people we have come to know and care about, and look forward to starting your retirement planning journey with you.  Below are some areas of expertise our advisors will concentrate on to start your journey. 

Investment Management

We believe that a diversified and flexible investment portfolio tailored to your unique situation is essential for pursuing your financial goals.  Avoiding short-lived investment fads, we specialize in constructing portfolios designed to produce a steady yield, rather than trying to stay ahead of the market by trading aggressively.  In creating a diversified investment portfolio tailored to your objectives, we seek to help investors pursue a target rate of return based on a series of suitability parameters.

Retirement Planning 

Many of our investors planning for retirement are focused on preserving wealth and creating an income for life.  With this in mind, we develop income planning strategies tailored to your lifestyle needs.

Financial Planning

We create financial plans that are designed to help you establish your goals in life, determine your assets and liabilities, and evaluate your current financial position.  A wide variety of factors influence the types of plans we create for you; therefore, no two plans are alike.

Education Funding 

Recommending investment and accumulation strategies to help you pay for your children's education.

Risk Management

Few things can erode an investor's savings quicker than potential long-term care, long-term disability, or premature death.  With a strong background in insurance and annuities, we use our diverse experience to help clients extend their assets in ways with which they are comfortable.

Estate Planning 

Many people do not just want their assets to last for a lifetime, you may want to leave a legacy for your heirs.  We can assist you in articulating your estate planning needs and coordinate the work of other professionals who may be needed, such as lawyers.

Diversification does not assure or guarantee better performance and cannot eliminate the risk of investment losses.
                                                           

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