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"The key to wealth is to learn how to make money while you sleep." J. Paul Getty


Financial & Goal Planning

Pre and Post Retirement comprehensive financial planning.  Where your objectives, risk profile, and time horizon meet your long term life goals and retirement cash flow needs.  Your Roadmap.

    Investment Management

    This works hand and hand with your financial and goal planning.  How are your investments working for you and interacting with each other?  Combining your investment profile with no proprietary products and the mentality of a Fiduciary, we can customize an asset allocation and product blend that is specific to you. 

    Retirement  Planning 

    Whether you work in Corporate America or you are a Small Business Owner, we can help establish and manage your retirement plan investment needs; including Traditional and ROTH IRAs, or SEP IRAs, Simple IRA Plans, and 401Ks. 

    Insurance Planning

    If you are searching for life insurance, long-term care insurance, or disability insurance, we can work with you to find the best solutions for your needs.  Insurance planning is a key component to wealth transfer and protecting your family now and in the future.

    Retirement Management

    Retirement is not the end of the road for managing money in retirement.  We help with solutions in assessing your situation and adjusting your plans as you move through life; including an analysis of your social security options and when the right time may be to start; RMD management pertaining to your cash flow and tax implications, and budgeting related to health and life expenses. 

      Securities Collateral Lending

      LPL Financial has a referral program with several third-party banking partners that can provide securities-backed lending solutions to both individuals and businesses offering additional liquidity for cash flow, business needs, or real estate opportunities.

      Education Planning

      If you haven't noticed, education is quite expensive these days.  Saving for college, graduate school, vocation training, or even K-12, public, private, or religious schools can be more attainable with education planning.  We are focused and committed to helping you choose the right path for one of the most important aspects of your life, your child or grandchild's education. 

      Estate Planning Strategies

      An estate plan is about more than end-of-life planning.  It's about planning for whatever comes your way during your lifetime.  You get to choose what you want to do with your assets you worked so hard for.  A sound estate plan adds a lot of peace of mind for you and your family.  Wealth transfer and guardianship are an integral part of financial planning. 

      For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you. |  (561) 314-1840