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Products & Services

Making frequent changes due to market volatility would be unusual for us to recommend. A buy and hold strategy can be an effective approach over the long run. We offer comprehensive solutions in the following areas:

  • Retirement Planning
  • Life Insurance
  • Investments
  • 401(k) Transition Assistance
  • Mutual Funds

Investing involves risk including loss of principal. No strategy assures success or protects against loss.

Investments

Investments


When considering your overall investment plan, we start by defining your long and short-term goals. Whatever your goals, we seek investments that help you work toward them. 

The most appropriate strategies for you may also depend on your personal investment profile:

  • your comfort with risk,
  • your investment experience,
  • your time-frame,
  • the amount of your investment,
  • your ultimate objectives

As each investor is different, no one portfolio works for everyone. 

Investment Products can include:

  • Stocks            
  • Bonds
  • Mutual Funds           
  • IRA
  • 401(k)           
  • Life Insurance
  • Annuities
  • Child and College Savings Plans
  • Alternative Investments 

Dealing with market volatility and economic changes throughout the world can be overwhelming. Our disciplined approach of diversified investing and regular ongoing reviews can help you maximize return potential. In addition, this can help you avoid making emotionally based decisions that often cause unnecessary losses. Speak to one of our Advisors today so you can get started on your own personalized investment plan.

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Retirement Planning: Plan for Tomorrow, Today.

Retirement Planning: Plan for Tomorrow, Today.


While your retirement date may still be several years down the road, and the goals you set today may seem even further off, it is never too early to begin preparation.  Your retirement dreams can be realized in the future, provided you understand what is required to fulfill them.  We help you set a course to meet the challenge of doing so, and regularly review your progress along the way.  Even if you can only save a small amount at the outset, the key is to start early, continue on a regular basis, and adjust your goals over time, as your needs and circumstances change. 

Planning for your retirement years will help you pursue your retirement dreams and maintain your desired lifestyle in retirement.  Meet with one of our Advisors today to see how we can set up a plan today to help you realize your retirement dreams of tomorrow.

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Life Insurance

Life Insurance


Life Insurance is a method for handling financial risk in the event of death.  Instead of trying to amass a sizable emergency fund—a task that may be difficult to achieve—life insurance can help create a fund for your family in the event of your death.  Life insurance proceeds may be used to help pay off a mortgage, fund a child's education, cover estate tax liabilities, or to replace lost income.

Certain life events often trigger the need to purchase life insurance.  If you already own a policy, be sure to reevaluate your coverage on a regular basis, as well as when you reach one of life's milestones, to ensure it continues to meet your needs.  Regardless of your stage in life, life insurance offers a variety of ways to address your financial concerns.  We can ensure that your life insurance strategies are in line with your goals for yourself, your family, and your business.  Speak to one of our Advisors today to get started on protecting the things that matter most.

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Information and interactive calculators are made available to you as self-help tools for your independent use and are not intended to provide investment, tax, or legal advice. We cannot and do not guarantee their applicability or accuracy in regards to your individual circumstances. All examples are hypothetical and are for illustrative purposes. We encourage you to seek personalized advice from qualified professionals regarding all personal finance issues.

401(k) Transition Assistance

401(k) Transition Assistance


If you’ve changed jobs or are preparing to retire, you may have account balances in one or more previous workplace retirement plans. If that’s the case, we can help you consider your options. Let us help you;

  • Leave the money in his/her former employer’s plan, if permitted
  • Roll over the assets to his/her new employer’s plan, if one is available and rollovers are permitted
  • Roll over to an IRA
  • Cash out the account value.
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Mutual Funds

Mutual Funds


Mutual funds allow an investor to purchase not just a share of one company’s stock, but a larger portfolio of investments that can include a mixture of stocks, bonds, and cash alternatives. They offer a combination of benefits, including professional management, liquidity, diversification, choice, and flexibility. Through one mutual fund, an investor can buy into many different markets.

Mutual funds range in value and have different purposes and growth and/or income expectations. They range from very conservative money market funds to aggressive growth funds, and they fall into several general categories based on the major objectives of the fund, such as income, long-term growth, growth and income, or a balanced investment strategy. Investment returns and principal values will fluctuate with market conditions. Let us help you find a mutual fund that fits your investment needs and goals.

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