Wealth Management Services
Planning for retirement and legacy can be complicated and overwhelming. Competing priorities can challenge the most well-thought-out plans. As independent financial advisors, our goals are to help you remove the guesswork, set short and long term goals and help secure your financial well-being.
We assist individuals and families in the following areas:
Basic Services
- Financial Needs Analysis
- Net Worth and Cash Flow Computation
- Retirement Income Planning
Planning
- Traditional and Roth IRAs, SEP and Simple IRAs, ERISA plans
- College savings strategies and 529 plans
- Charitable gifting and estate planning
Investments
- Investments: stocks, bonds, mutual funds, ETFs, UITs,
- Portfolio Strategies: strategic, dynamic, tactical
- Accounts: check writing, standard brokerage, advisory and third party managed
- Annuities: Variable and Fixed
Insurance
- Insurance needs analysis
- Life: whole, term, variable and universal
- Disability and long term care