In developing strategies for your financial plan, many of the companies and products we use will be familiar names, but we do so from an independent platform. This allows us the freedom to truly represent you. Our independent services include:

Wealth Management

We strive to develop a portfolio that produces an appropriate diversification based on your individual goals and risk tolerance and provide our clients with assistance in protecting assets, producing income, and capital appreciation. We can assist with:

• Stocks, Bonds, Mutual Funds, Exchange Traded Funds (ETFs)
• Alternative Investments- Real Estate, Precious Metals, Oil & Gas, Commodities
• Managed Accounts
• IRA, Roth IRA, and Brokerage Accounts
• Fixed and Variable Annuities
• Protection products (Life, Disability, Long-Term Care, and Health Insurance)

Financial Planning Strategies

Whether you are planning to ensure your money lasts as long as you do, planning for a special financial need, or you are looking to leave a legacy behind for your children and grandchildren, we can help build a strategy to accomplish your goals. We can assist with:

• Retirement Planning
• Lifetime Income & Distribution Planning
• College Funding Strategies
• Legacy & Estate Planning
• Charitable Giving Strategies

Our best clients are those that are serious about planning for their futures, taking care of themselves and their families, passionate about education, and value the service that our professionals can offer. Contact us today to get started on your financial education.

* A diversified portfolio does not assure a profit or protect against loss in a declining market.