Services
Working directly for you as independent advisors, we can use the breadth of the marketplace to help create your holistic retirement and estate strategy. This can include the following areas:
Investments
- Stocks
- Bonds
- Mutual Funds
- Exchange-traded Funds
- Custom Portfolios
- Brokerage Accounts
- Traditional IRA
- Roth IRA
- SEP IRA
- Simple IRA
- Variable Annuities
- Variable Universal Life
Retirement Planning
- Income Plans
- Tax Plans
- Business Exit Plans
- Inheritance Plans
- 401k Planning
- 403b Planning
- College Plans
- Estate Plans
- Money Management
- Profit Sharing Plans
Insurance
- Permanent Life Insurance
- Term Life Insurance
- Long Term Care Insurance
- Disability Income Insurance
- Final Expense Insurance
- Estate Liquidity Insurance
- Individual Health Insurance
- Group Health Insurance
How We Work
The Process:
Once your initial consultation is scheduled, we will send you a pre-appointment kit in the mail. This kit includes:
- Directions to and a street view of our office
- A brief questionnaire
- A checklist of documents to bring
Initial Consultation
A complimentary session designed for us to get to know each other better and to see if it makes sense to proceed with a second, strategy session meeting.
Strategy Session
We will take at least two weeks to process all of the information gathered in your initial consultation and generate customized recommendations and reports which will be presented to you.
Implementation Meeting
Within 5-7 days of your strategy session we will schedule this meeting which is a brief review of the strategy presented prior and completing the necessary paperwork to establish accounts and initiate transfers.
It is not uncommon to have more than one strategy session prior to our implementation meeting.
"Everything should be made as simple as possible, but not simpler".
-Albert Einstein