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Services & Products:
Holistic & Analytical Approach
We believe that utilization of your financial assets and achieving the
ideal vision for your life are closely intertwined. Your financial assets
will provide the foundation that enables you to achieve all the "really
important things" in life. Money really is just a tool, albeit
an important one which must be smartly applied to be most effective.
Our company provides access to a wide array of highly rated financial
products and services to ensure that we can create the optimum financial
solution. When you choose to work with our team, you will have an
objective, custom tailored solution designed specifically for best implementing
your strategic financial plan.
Please contact us for more information on our services.
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Services for Individuals, Families and Businesses
We provide services for individuals and businesses both. We are also a
proud sponsor of Money Caretakers™ events.
Individual Life-time Financial Services
- Beneficiary Reviews (Learn more about this»)
- Retirement Planning
- Divorce Planning
- Estate Preservation
- College Funding
- Survivor Needs
- Tax Reduction
- Accumulation Planning
- Insurance Planning
- Portfolio Analysis
- Periodic newsletters and updates (Learn more
about this»)
Business-Focused Services
- Business Consulting
- Business Owner Estate Planning
- Business Owner Retirement Planning
- Business Plan Development
- Employee Retention Programs
- Pension, Profit Sharing and Benefit Plans
- Executive Benefit Programs (Learn more about
this»)
- "Key Person" Issues
- Retirement & Investing Basic Training for Participants
- Savings Planning for Employees (Learn more
about this»)
- Strategic Business and Success Planning
- Speaking Engagements
- Team Building
- Wealth and Business Insurance
Brokerage Products and Services
- Asset management accounts with unlimited check-writing and debit card/ATM
access
- Traditional brokerage accounts
- A variety of fee-based brokerage accounts
- Strategic asset allocation services
- Special services for retired investors
- Private credit lines (margin accounts)
- Online account access
- Money management
- Simple IRA
- Education IRA
- IRA & Roth IRA
Freedom of Choice
- 8,000 Mutual Funds
- 100 Variable & Fixed Annuities
- 200 Life Insurance Products
- Dozens of Retirement Plans
- Common Stocks
- Stock Options
- Corporate Bonds
- Government Securities
- Certificates of Deposit (CDs)
- Disability Insurance
- Long-term Care Insurance
- Limited Partnerships
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