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Financial Services


One stop. Many options.

Preparing for retirement should create excitement, not concern. Yet for many, that’s not necessarily the case.

According to a recent study, 60 percent of pre-retirees do not have a plan for how much money they will spend each year in retirement and where that money will come from.1 Additionally, three in four Americans are concerned about economic conditions affecting their ability to have a secure retirement.2

That’s where we come in.

We use insurance products, such as fixed annuities, and a variety of investment products to help you build financial strategies. From tax-efficient strategies to investment advice to protecting some of your assets — we’ll cover as many bases as possible to help you create a strategy that supports your retirement lifestyle and long-term financial goals.

Once we understand your financial situation, risk tolerance and investment objectives, we can help you decide which types of products and services fit within your financial strategy.

1Greenwald & Associates. Society of Actuaries. January 2016. “2015 Risks and Process of Retirement Survey.” Accessed Jan. 30, 2018.

2National Institute on Retirement Security. February 2017. “Retirement Security 2017: A Roadmap for Policy Makers – Americans’ Views of the Retirement Crisis and Solutions.” Accessed Jan. 30, 2018.

Please view the video below for a glimpse of the Personal Financial Website our clients value, organizing financial affairs in one place, enabling remote access to important documents, providing real-time updates for planning purposes and charting progress toward all-important goals.

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Retirement Income Strategies

We can help you decide which types of products may work best within your overall financial strategy.

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Wealth Management & Investments

You may be able to use time to your advantage when investing for wealth accumulation.

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IRA/401(k) Rollovers

We can help you determine if a rollover is the right move for you.

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Small Company Retirement Plans

We can help professional firms and other small businesses craft an attractive retirement plan.

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Annuities

Adding an annuity may be an opportunity to help ensure a portion of your retirement income will be guaranteed.

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College Planning/Funding

We can help determine a savings strategy and assist in a college funding strategy when the time comes.

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Long-Term Care Strategies

We can help evaluate your situation and determine what kinds of products could fit into a comprehensive long-term care strategy.

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Life Insurance

If helping loved ones maintain a standard of living and avoid financial hardships after your passing is a priority for you, life insurance products can help.

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IRA legacy planning

If you don’t anticipate needing your IRA money in retirement, you may wish to consider a legacy planning strategy.

We can also refer you to trusted professionals who provide the following services:

Trusts
Probate
Charitable Giving
Estate Planning
Tax planning
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