Honest andsimply spokenfinancial guidance.
Financial Planning
Retirement and estate planning, education savings, general savings, cash-flow planning, and debt payoff strategies.
Investments
We can help you with a variety of investment related services for: IRAs, Roth and SIMPLE IRAs, 401 (k), 403 (b), Standard Pension, SEPs, and Municipal 457s.
We understand the importance of having a long- term financial plan, a plan that efficiently keeps you on track to meet your long-term personal investment goals, regardless of changing market environments.
We aim to deliver this plan by adhering to the following investment philosophy:
• Long-term view of investing
• Investing in asset classes
• Utilizing quality mutual funds
• Limited individual stock ownership
• Monitoring of portfolios
All investing involves risk including loss of principal. No strategy assures success or protects against loss.
Life
Many people come to us for help with their Life Insurance, Long-Term Care Planning, and Disability Insurance Planning.