Financial Services

FINANCIAL STRATEGIES AND COUNSELING:  Gone are the days when you can walk into the bank, credit union, or your human resources office to seek assistance in making the best selection for investments, mortgages, retirement or other major financial decisions. We are committed to providing our clients with knowledge and resources to establish and achieve their personal financial goals.  

Whether it’s cash management, debt elimination, tax-free retirement, wealth accumulation or more, we’re here to help. Upon review of your current financial position, future goals and lifestyle, your advisor will design a strong financial portfolio to achieve your goals and protect what you value most.

RETIREMENT PLANNING:  It’s no secret that we can’t depend on Social Security or pensions alone to provide the income needed to maintain the same lifestyle in retirement. Today’s retirees are more active and enjoying longer lives than ever before. 

With proper planning, we customize a diversified portfolio and create alternative streams of income to minimize short-falls or generate guaranteed streams of income.   

 Our strategies can safeguard your retirement and help you enjoy: 

· the gains of the stock market without the risk;

· the tax-free benefits of a qualified plan.

· the flexibility to fund and withdraw your money tax-free regardless of age and income;

· guaranteed lifetime income; and

· provide a tax-free income for your heirs