Personalized Planning

We are a full-service consulting firm committed to helping our clients build wealth and protect their hard-earned assets.  We are dedicated to developing lasting relationships with all our clients.  We believe in helping you work towards your financial goals and participate in the management of your finances.  Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives.  We can help you execute a sound financial program utilizing the following tools:
 

• Actively managed portfolios/investment advisory services*
   
• 401(k) & VIP retirement plans - rollover and "in-service" assistance
   
• Retirement income planning
   
• Estate planning - minimize the shrinkage from poor or no planning
   
• Stocks, tax free bond funds, mutual funds, ETFs, and indexed funds
   
• FDIC insured accounts and CDs through ING Direct
   
• Tax-deferred annuities; indexed, fixed, and variable - determining which is appropriate
   
• Life, disability, and long term care insurance

• Direct investments in oil and gas, real estate investment trust, and other alternative investments
   
• College saving plans
   
• Life, disability, and long term care insurance
   
• Business Retirement & Succession Planning
   
• We are appointed/affiliated with 100+ companies - more product options to fit your needs

• And, through strategic partners, assist you with income tax preparation and generating wills, powers of attorney, etc.

*Investment advisory services offered through ING Financial Partners, Inc. Member SIPC
 

One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial products and services.  We specialize in helping our clients develop a cohesive financial strategy that fits their unique needs and enables them to pursue their financial objectives.  The personalized program that we provide is a roadmap to working toward a secure financial future.  The steps to completing your personal financial strategy include:

I.    Gathering data and analyzing your financial situation to develop a clear picture of your specific need, assets, liabilities, and risk tolerance.

II.   Designing a financial strategy that takes into account the full range of needs you have now, and those you may have in the future:.

III.  Periodically reviewing your strategy, consulting with you to make appropriate adjustments, and assisting your in keeping your plan on track.

Please call us if you have any questions about our firm or the range of investment services we provide.  Together we can identify your goals, analyze your risk profile, assess your needs, establish a plan for action, and manage that plan.  We are looking forward to using our 35+ years of experience and expertise to help you work towards your financial goals.