Broker Check

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
<p>Required Reading: The Economic Report of the President</p>

Required Reading: The Economic Report of the President

The Economic Report of the President can help identify the forces driving — or dragging — the economy.
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<p>Asset Allocation</p>

Asset Allocation

Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
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<p>Your Cash Flow Statement</p>

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.
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