Individual Client Services
Investment Management:
TYPES OF ACCOUNTS
- Individual Account
- Joint Tenancy
- IRAs
- Roth IRAs
- 401(k) Rollovers
- 403(b) Rollover
- 457 Rollover
- Beneficiary IRAs
- Trusts
- UTMAs
- 529s
- Education IRAs
TYPES OF INVESTMENTS
- Mutual Funds
- Stocks
- Bonds
- ETFs
- Options
Comprehensive Financial Plan that Includes (where applicable):
- Analysis of personal assets, investments, liabilities, & equity.
- Recommendations for non-investment related financial decisions
- Mortgage Structure
- Social Security Estimates
- Pension Estimates
- Rental Income Esitmates
- Inflation
- Buy vs. Lease Decisions
- Extinguishment of Debt
- Desired Retirement Age
- Travel
- 2nd Home
- College Savings
- Charitable Donations
- Legacy Planning
- Estate Planning
- Insurance Services
- Term Life Insurance
- Long-Term Care
- Health Insurance
- Disability Insurance

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