Products and Services
There are many financial products in the market, and so choosing the ones that best align with your needs can be complicated. That’s where a financial consultant can provide extra value. Financial advice needs to be filtered to choose only those products that conform to your risk tolerance and help you pursue both current and future goals.
Only after we have met and discussed your financial objectives will products be suggested that can potentially achieve your individual needs. When the time comes to select your investment portfolio we offer full investment management or can provide experienced and professional advisory services.
Comprehensive planning involves a variety of considerations : current needs, retirement planning, education expenses, and estate planning. We may also make you aware of certain insurance related products that can provide a lifetime income, long term care coverage or life insurance. Each type of insurance is designed to protect your family now or provide a legacy. Some of the products meant to meet these objectives are listed below. We strive not only to suggest the right products but take the time to fully explain each and answer all questions before any action is taken.
- Term and Whole Life Insurance
- Long Term Healthcare
- Disability Insurance
- Fixed, Variable and Indexed Annuities
- Traditional and Fee Based Investment
- Roth, Rollover and Traditional IRA's
- Business related 401-K's, SEP Plans
Investment Products
- Common and Preferred Stocks
- Insured Certificates of Deposits
- Corporate and Tax Free Municipal Bonds
- Traditional Mutual Funds and Exchange Trade Funds
- Listed Stock Options
- Structured Notes and CD's
- Non-Traded Real Estate Programs
