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Helping you feel

Confident in Your Financial Future.

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Services Available

INVESTMENTS

Institutional Management Asset Allocation

Tactical Strategies Mutual Funds /ETFs Variable

Annuities/FIA Debt Instruments Stocks/Bonds

Private Equity

REITs / Private & Public

FINANCIAL PLANNING

Wealth Management Tax Planning

Cash Flow Analysis

Social Security Planning

Second Career Planning

Private Banking & Lending

Intergenerational Planning

INSURANCE

Life Insurance

Long-Term Care

Insurance Disability Income

RETIREMENT PLANS

Traditional IRA / Roth IRA

SEP IRA

SIMPLE IRA

401(k) Plans

403(b) Plans

Money Purchasing Plans / Profit-Sharing Plans

GOAL-BASED PLANNING

Retirement Planning

Bucket List Planning

College Planning

Charitable Giving

Life and Goal Planning

Estate Financial Planning

TRUST FINANCIAL PLANNING

Dynasty Trust

Medicaid Trust

Special Needs Trust

Asset Protection Trust

Charitable Trusts

Life Insurance Trusts

Testamentary Trust

Money Decisions You May Need to Make Within the Next 12 Months

New Money Decisions

  • Tax refund
  • Inheritance
  • Offer of a generous severance package
  • Legal settlement
  • Lottery winning or other monetary prize

Existing Money Decisions

  • CD maturing
  • Excess money in savings, checking, or money market accounts
  • Bonds maturing
  • Selling stocks/mutual funds/or other investments
  • Sale of a limited partnership, non-traded REIT, or other similar asset
  • Leaving your current employer or retiring triggering a possible 401(k) custodian to custodian rollover
  • Pay back of a loan you made
  • Sale of real estate
  • Sales of a business

Potential Discussion Points

  • A new job
  • Planning to retire
  • Paying for a wedding
  • New child or grandchild
  • A divorce for you or someone in your immediate family
  • Relocating, buying a house, or a vacation property
  • Starting a new business
  • Becoming a caregiver
  • A family member you are concerned about their level of responsibility (gambling, spending money, substance abuse, other)
  • Legal concerns
  • Apprehension over a loved one's mental deterioration
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The Next Step?

For more information about any of the products and services we provide, schedule a meeting today or register to attend a seminar.

Or give us a call at 561.683.3000

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