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SERVICES

We offer a wide spectrum of products and services to help you set a course towards achieving your goals. Our approach in working with clients is straight forward. We achieve this by developing a strategy that aligns with your objectives, implement the strategy to address both short and long term objectives and regularly review with you, making sure that the strategy stays on track as life events take place.

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Strategy

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When we first meet, our initial  step is to identify and to establish goals and needs. We do this by completing a thorough fact find and then develop a strategy to accomplish the goals.

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Implementation Planning
Implementation

 

Building upon the strategy we defined, we use planning software and hypothetical illustrations to create potential scenarios for achieving your overall investment goals. We review these scenarios with you and select the one that addresses your needs while also meeting your risk tolerance.

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Review

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When changes occur, it is important to review and ensure unexpected events will not derail.  On a regular basis, we will set up a review meeting with you. This becomes our opportunity to check your financial health and make modifications or stay the course.  

Cheerful Seniors

Retirement Planning

  • 403(b)

  • 457(b)

  • 401(k)

  • SIMPLE

  • SEP

  • IRA/Roth IRA

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Wealth accumulation

  • Mutual Funds

  • Advisory Accounts

  • Variable Annuities

  • Fixed Annuities

  • College Planning

  • Brokerage

Businessmen with Umbrellas

Risk Management

  • Life Insurance

  • Disability Insurance

  • Long-Term Care

  • Property & Casualty

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