GUIDING YOUR FINANCIAL FUTURE THROUGH LIFE’S TRANSITIONS

We are here to help you maximize your Return on Life (ROL) by delivering strategic advice, guidance, and comprehensive financial planning solutions based on conservative, research-backed financial and economic principles. Our process is designed to help ensure thorough action is taken to address your financial goals and to work towards living your best life.

Here’s what we want to talk about:

• What does your life look like today? Where you want to go?
• What do you love to do? What’s really important to you?
• What are your dreams for retirement?
• What is your total investment picture?
• What is your exposure to risk? What protection do you need?
• Do you need business succession planning, continuance, or group benefits?
• How can we work towards preserving your wealth?
• How will we transfer assets to your heirs?

Here are the 3 Big Retirement Questions we will answer together:

1. Do I have enough?

2. Is it in the right places with respect to diversification and risk tolerance?

3. Where do I pull money from first to maximize dollars and minimize risk?

Professional Financial Planning Services:

Financial Planning

Estate Planning

Investment Products (through LPL Financial)

• Mutual Funds
• Brokerage Services
• Stocks
• Bonds
• Wrap Accounts
• Separate Accounts
• Annuities
• Variable
• Fixed
• Immediate

Retirement Accounts

• IRAs
• Qualified Retirement Plans
• Individual 401(k), SIMPLE IRA, etc

Educational Funding Plans

• Section 529 Plans
• Coverdell Education Accounts

Insurance Products

• Life Insurance
• Disability Income Protection
• Long Term Care