Overview of Services
What do we aim to provide?
Financial Empowerment
- Reduce stress, confusion & worry
- Increased confidence
Coaching
- Education, organization & resources to help you achieve your goals
How do we achieve this with you?
Analysis & Review
- Budget
- Cash Flow
- Protection
- Portfolio
- Asset & Product Allocations
- Credit
- Tax Strategies
Strategy Development
- Protection & Savings
- Investments
- Tax Strategies
- Education Funding
- Retirement Income
- Estate Conservation
The Tools
- The Living Balance Sheet®
- NetX, MorningStar, Envestnet
- Life, Disability Income, Long-Term Care Insurance
- Investment products including mutual funds, stocks, bonds, EFT’s, variable annuities and more
- Access to a team of expert specialists
Business Owner Planning
- 401k, 403(b), 457 Plans
- SEP & Simple IRA Plans
- Profit Sharing Plans
- Defined Benefit Pension Plans
- Executive Bonus Strategies
- Non-Qualified deferred comp
- Employee Group Benefits
- Employee Education
- Buy- Sell Funding Strategies
- Key Employee Retention
- Business Valuation
- Family Business Succession Strategies