Our Firm
- Experienced investment and financial planning advice
- Investment structures that can help manage risk
- Tax-Efficient income planning
- Investment strategies designed to provide opportunities for growth
- Service that exceeds expectations
- Financial solutions designed to help throughout a lifetime
- Financial Literacy Seminars/Workshops
Our experience of over 44 years, combined with our reputation, and expertise has allowed us to help thousands of people with their financial concerns. Each one of our highly valued client relationships is based upon trust, regular contact and an investment philosophy that is aligned with our clients' wishes and desires.
Our goals are to help reduce risk for our clients through proper asset allocation and diversification, utilizing inverse funds and non-correlated asset classes.
The financial industry is in constant motion and no single company has all the best financial solutions all the time. As independent Financial Planners, we represent over 200 mutual partnerships including funds and solutions from: American Funds, BlackRock, Fidelity, Franklin-Templeton, John Hancock, ING, Mainstay, MetLife Investors, Oppenheimer, Pacific Life, PIMCO, Prudential, Rydex Funds, Vanguard, and many, many others.
Our Business Owner Programs are designed to help the small business owner cope with a number of important areas, including employee health and retirement plans, as well as business protection, and succession plans.
For Educator's Only is our division committed to helping individuals in the Education Field comfortably plan for retirement. For over 20 years, we have assisted thousands of investors and their families save for retirement. We utilize Life Cycle portfolios, just as large institutional pension and endowment funds and wealthy individuals have used for decades.
Financial Literacy Seminars/Workshops takes a close look at the concerns, misconceptions, and realities of retirement in America. The interactive, educational briefing walks attendees through several factors that could deflate their retirement savings, such as taxes, inflation, and medical costs. The material shows attendees how they can grow their hard-earned money, distribution strategies to avoid unnecessary taxation, and how to leave a legacy to their loved ones.
We are alo extremely proud to be able to offer The PlanMember Model Plan