SERVICES | Overview
Asset Protection
True asset protection incorporates many aspects of a comprehensive financial plan and many of the products described on this web site. Depending on the size, complexity, and geographic location of your wealth, there are numerous strategies and vehicles available to assist you in protecting your wealth.
A key point to understand about asset protection is that no one instrument will do everything.  […]
Estate Planning
Estate Planning, in its simplest form, means planning for the disposition or distribution of your assets upon your death. A good estate plan has three
1. To make sure your wealth reaches the individuals or organizations you select in the manner that you choose.
2. To minimize the effect of federal or state taxes on your estate.
3. To allow you to select who will handle various functions on  […]
Fee-Based Asset
We are proud to offer LPL Financial’s Strategic Asset Management (SAM) account. Through SAM, we can personalize your portfolio by choosing from among more than 10,000 no-load/load-waived mutual funds and Exchange Traded Funds (ETFs).
You will also have access to individual stocks and bonds. SAM provides you with the assurance of knowing your goal and our goal is the same: the long-term growth of your assets.  […]
Life Insurance
We have the ability to use a large number of financially strong, very diversified insurance companies to design and provide appropriate life insurance programs. There are many products used by our advisors to meet the broad life insurance needs of our clients. These include; Term life (with guaranteed premiums of up to 30 years), traditional Whole life, Universal life, Variable Universal life, Single Premium life, First to Die life policies, and Second to Die  […]
Retirement Planning
Our job in this retirement planning arena is to help you match your needs and goals with the most suitable financial products and investments available. Given today’s dramatically longer life expectancies, combined with declining Social Security payouts and escalating health care costs, your planning is more complex than generations before you. Thus, as a beginning point to retirement planning, we help you make a realistic  […]
Risk Management
Risk Management is a term that has multiple applications. We consider risk management in a very broad context when dealing with comprehensive financial planning and wealth management. For instance, it deals with understanding the nature of risk, being able to determine the possibilities and probabilities associated with a particular risk, and finally assessing the financial consequences should  […]
Tax Deferred Products
The power of tax-deferral is dramatic. All things being equal, it is almost always preferable to defer taxes as long as possible because of the drain taxes create on the total net return on investments. Admittedly, all things aren’t always equal and thus annuities will not be appropriate in every situation. However, they do have some unique characteristics and benefits as a financial planning tool for wealth accumulation and asset protection.
We have access to some of the most competitive tax deferred products on the market today. Fixed Annuities backed by some of the strongest   […]
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