What We Do
Our associates work in all facets of the retirement planning process. We assist our clients with their current and future savings, investment allocation, pension income, retirement income planning, Social Security and estate planning objectives. We also work with clients to help plan for their children's future through the use of Custodial Accounts, Education Savings Accounts and 529 College Savings Plans.
At the initial meeting we review our client's personal demographic, asset and liability data. The initial review meeting helps us to determine the client's investment experience, planning goals and expectations.
A written plan is presented to each client and a portfolio is designed to match the client's income requirements with their risk tolerance. Each client's individual plan serves as our guide to assist them in achieving their financial goals.
We have a fully registered, licensed and professionally trained staff. We work with each client to complete all necessary applications and/or paperwork throughout the investment planning process.
Check out the background of our firm and investment professionals on FINRA's BrokerCheck, http://brokercheck.finra.org