Services


Honest and Professional Financial Services

Regardless of whether you are brand new to financial planning or have already experienced the power of planning, we will be happy to work together with you through the process.

Initially we will sit down together to discover your financial goals and future dreams. Once your goals and dreams have been established, we will work with you to develop a plan, selecting the most appropriate strategies to suit your specific situation and your objectives.  Then, we will continue to work with you to execute your plan and will remain with you as your trusted advisor to help with any needed encouragement or adjustments along the way.

Relationships Available

  • Hourly Consulting
  • Brokerage
  • Advisory Investment Management
  • Path to FIRST Program ($100k-$399k Investable Assets)
  • FIRST Program ($400k-$5 million Investable Assets)
  • FIRST Private Client (>$5 million Investable Assets)

 

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
  • Uniform Transfers to Minors Act (UTMA) accounts
  • 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 

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
  • Budgeting
  • Debt Management Consultation

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