Comprehensive Financial Planning

You've worked hard to build your wealth through diligent saving, but you find it difficult to keep it updated with all of life's demands. As you continue building, it's important to work with a trusted advisor who can provide a more complete approach involving education, management and objectivity to keep you on your path.  By working together, we can help you with an array of wealth planning strategies and resources to help you better understand and manage all areas of your financial life, while helping you continue to grow and protect your wealth.

We offer a three-tiered financial planning approach: Investment, Tax and Legacy/Estate Planning

By keeping these three areas in balance, you can relax and enjoy life!

Investment

  • Fee-based, active money management
  • Mutual fund and ETF management
  • Annuities-Fixed, Fixed/Buffered Indexed and Variable
  • Traditional IRA/Roth IRA
  • SEP and Simple IRA/SIMPLE IRA Plus
  • 401k/403b and 401k Individual 
  • Profit sharing/Money Purchase w/Safe Harbor options


Tax

Tax Saving Solutions

  • Tax deferred
  • Tax exempt
  • Income taxable
  • Capital gains/losses

Tax Preparation

  • Tax prep and filing through Effie Trihas, CPA


Legacy/Estate Planning

  • Life insurance
  • Estate conversation
  • Probate avoidance
  • Beneficiary designation options
  • Long-term care insurances
  • Medicaid planning and strategies

LET'S TALK.... We want to get to know you better!


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