| FINANCIAL PLANNING
* Retirement & Pension Decisions
* Elder Care Concerns
* Minimum Required Distributions
* Estate Planning
* College Funding
* Portfolio Diversification Concerns
COMMISSION BASED PRODUCTS:
College Savings Accounts, Long Term Care Insurance, Rollover, Traditional or Roth IRA accounts, and Life or Disability Insurance can be purchased without a separate Financial Plan. Products may also be purchased to carry out any of the recommendations made in a Financial Plan.
FEE BASED INVESTMENTS:
Do you want an alternative to commission-based transactions for all of your investments? Do you want professional asset allocation that is rebalanced every quarter to preserve the growth of your account? Do you want a single statement each month that will give you an overall picture of your finances? Retirement Accounts, Taxable Investments, Certificates of Deposit and Variable Annuities can all be reported on a single monthly statement for your convenience.
CONSULTING:
Choosing a financial planner may be one of the most important decisions you make for yourself and your loved ones. It is important to select a financial planner who is competent and trustworthy. We will provide professional advice and services on a one-time or retainer basis. An hourly fee is charged for Consulting.
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