What We Do
Individual Financial Planning
In these times of economic uncertainty, is your financial future built upon a firm foundation? Wouldn't it be nice if you could be on solid financial footings regardless of what our future holds? Developing and implementing a comprehensive financial plan is a vital part of your life’s planning. We are in business to help you review and analyze your situation.
Common Questions We Help Answer:
- Will I be ready for retirement?
- How can I plan for a college education for my children?
- What if I lose my job?
- What if I get hurt or become permanently disabled?
- What if I die?
- What if I find myself suddenly single?
- What if I want to start my own business?
Our Individual Planning Services:
- Special Situations—Cash Flow, Debt
- Investments* - Mutual Funds, Annuities, Tax Free Municipals, Stocks, Bonds, Brokered CDs, Tangibles, Real Estate
- Insurance - Life, Health, Disability, Long Term Care
- Retirement Planning
- Estate Planning
- Income Tax Planning & Management
- College Education Funding & Planning
- Care for the elderly, disabled & handicapped
Business Planning
Business owners are well aware of how difficult it can be to deliver quality services and products. Putting out today’s fires often distracts us from what is really important for tomorrow.
Key Questions for Business Owners:
- Will my business keep growing?
- What happens if I get sick or injured?
- Can I afford to provide benefit packages and retirement plans?
- When can I retire? What will happen to my business when I die?
- How do I minimize my taxes?
Our Business Planning Services:
- Group Benefits and Pension Plans
- Financial Analysis
- Management Consulting
- Business Continuation
- Accounting Systems
- Church & Non-Profit Organizations
Click here to meet our team.
