Our Services
We offer solutions tailored to your personal situation using a consultative and collaborative approach, and place an emphasis on client education and empowerment.
Recognizing that most people do not wish to spend as much time on their finances as we do, we also try to help you simplify your financial life while you are on the way to achieving your financial goals.
Over time we have learned that we work best with people who possess the following characteristics:
Recognizing that most people do not wish to spend as much time on their finances as we do, we also try to help you simplify your financial life while you are on the way to achieving your financial goals.
Over time we have learned that we work best with people who possess the following characteristics:
- The desire and motivation to improve their financial situation
- A willingness and the ability to take action
- The ability to understand basic financial concepts
We serve individuals and businesses in all areas of financial management, including:
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Retirement Planning
How secure is your retirement? Review your retirement investments. Investment Strategies Tax-free income that lasts your entire life. Review Missed Fortune © Strategies -- Income that is liquid, safe, and earning a healthy rate of return. Life Insurance Protect you and your family against loss. Review your insurance portfolio -- “life, medical, auto…”. Estate Planning Avoid the high cost and delays of probate. Save thousands of dollars in taxes. Real Estate Strategies Owning Real Estate is a foundation for a strong financial future. Provide direction when purchasing Real Estate, whether it is your first home or investment property. |
College Planning
Recommend investment and accumulation strategies to help you pay for your children's education. Social Security Maximization Analyzing what the best strategy is to optimize your Social Security Income. Review Establish financial goals and create a plan for life. The first step. Take a look at your current situation. Then meet every year to evaluate your progress and review your goals. Plan Time to take action. Together, a plan is implemented with your goals and individual needs in mind. Mortgage Planning The right mortgage is part of a strong financial plan. Meet with an expert who has your best interest in mind. |