Services


Honest and Professional Financial Services

 

Regardless of whether you are new to financial planning or have already experienced its transformative power, we will be happy to help you determine the type of engagement that can fit your needs.

Initially, we will meet with you to learn about your financial goals and future dreams.  Once we have an understanding of your specific situation, we will be able to work together to develop a financial plan designed to meet you where you are and help guide you to where you want to be.  Our ideal client relationships don’t just end with the delivery of a financial plan.  True wealth management partners the financial planning process with an investment advisory relationship to help ensure that your investments remain allocated in accordance with the plan that is put in place.

 

Financial services we offer include:

Investments & Wealth Management

  • Basic investment information
  • Taxable investments
  • Traditional or Roth IRA investments
  • 401(k), 403(b), 457 plan, or TSA
  • 529 College Savings Plans
  • LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A, an affiliate of LPL Financial

Planning

  • Basic financial education
  • Retirement planning
  • Education planning
  • Estate planning guidance
  • Future goal planning
  • Business succession planning
  • Comprehensive financial planning
  • Advanced Planning 

Insurance

  • Annuities
  • Personal Life Insurance
  • Business Key-Man Life Insurance
  • Business Buy/Sell & Cross Purchase Insurance
  • Long-Term Care Insurance
  • Disability Insurance

Hourly Consulting

  • Employee 401(k) Account Consultation
  • Student Financial Education
  • Financial Goal Consultation
  • Budgeting

High Net Worth Services

  • Private Equity
  • LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A, an affiliate of LPL Financial.
  • OI FIRST Program with LPL Private Client access
  • Family meeting facilitation

 

​Lay the cornerstone of your financial foundation by contacting us today at 575-887-7075