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40% of U.S. workers have saved
less than $25,000 for retirement.*

*2019 Retirement
Confidence Survey, EBRI

Only 42% of Americans know how
much money to save for retirement.*

*2019 Retirement Confidence Survey, EBRI

43% of retirees left
the workforce earlier
than planned.*

*2019 Retirement
Confidence Survey, EBRI

OUR SERVICES

Our services are comprehensive.  You probabaly don't need everything we offer...but those services need to be there.  It's all about using the right tool at the right time!

The first step in the process is diagnosis...where are you financially?  The next step is goal setting...where do you want to be and when?  Once both of those are clearly identified, we'll then be able to lay out a "financial road map" to help you achieve your financial goals.

While developing a customized financial program, we will walk you through a step-by-step process that will help you feel confident in your decisions.

As we mentioned previously, this is a "process', not an "event".  Once the plan is put in motion, then we can make small, incremental adjustments to keep you on your financial course over time...and help you achieve your financial goals...much like "financial GPS"!

Here are a few elements we find are important to most of our clients:

  • Tax management
  • Investment management
  • Retirement strategies
  • Estate conservation
  • Social Security maximization
  • Insurance and annuity products

 

 

 

There are risks involved with investing which may include market fluctuation and possible loss of principal value. Particular investments may not be suitable for certain situations. Carefully consider the risks and possible consequences involved prior to making an investment decision.

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck