What You Can Expect

Investment Management  

  • Assessment of Investment Goals: Growth, Growth & Income, and/or Income
  • Risk Tolerance Assessment
  • Account Establishment
  • Account Transfers & Consolidation
  • Confirmations of Trade Activity**
  • Monthly Statements**
  • Tax Statements
  • IRA Required Minimum Distributions
  • Requested Cash Distributions

    ** Confirmations and statements may be delivered via mail or electronically

Insurance Planning  

  • Assessment of Needs for Life, Disability, and Long Term Care Insurance
  • Business Application Assessment for Overhead Expense, Buy-Sell Agreements, and Key Main Insurance
  • Comparative Analysis of Premiums, Benefits, and Ratings of Major Insurance Carriers for each Insurance Product Requested
  • Monitoring and Follow-Up of the Underwriting Process
  • Policy Delivery and Requested Reviews

Retirement Planning  

  • Discussion on Phases of Retirement: Accumulation Phase, Income Phase, Distribution Phase
  • Considerations on Taxes, Inflation and Income Duration
  • Social Security Analysis

Estate Planning  

  • Confidential Discussion of your Estate and Distribution of Assets
  • Recommendations Concerning Various Wills and Trusts
  • Joint Meetings or Referrals to Qualified Attorneys