Plan. Invest. Insure.

Plan.

Hit Your Target

Financial planning will help you figure out where you want to go and it will give you a strategy to get there. Zig Ziglar said that "If you aim at nothing, you'll hit it everytime." We can help you get to where you want to go. To see if you are on target to hit your goals, use this calculator.

Live With Intentionality

Creating a financial plan is your first step toward living with intentionality.  It is empowering when you can start telling your money where to go.  It is satisfying to look back and know you are prepared for retirement now because you took steps back then.

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Find Peace of Mind

There is no way we can predict the future.  We don't know how the stock market will perform or what lies in your future.  We plan based on what we know and we do our best to hedge against the things that could derail the plan.  We help you feel secure and confident in your financial future.

Invest.

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Professionally Managed Portfolios

You take your car to the mechanic, your sick child to the doctor, and you call the plumber to take care of the leak.  In some cases you entrust the professionals because they are trained, equipped, and experienced.  In other cases you entrust professionals with work because you simply don't have the time or interest.  Whatever your reason, we are here to help manage your money in a way that is suitable for your risk tolerance, goals, and time horizon.

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Rebalancing

Investments fluctuate. It is our practice to apply a rebalancing strategy in order to take advantage of these fluctuations. Usually if one asset class is up in value, another asset class is down in value. This provides an opportunity to sell the assets that have increased in order to buy the assets that have decreased. This is what it means to rebalance. This allows us to always be buying low and selling high. Over time, these small adjustments will boost your overall return.

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Full-Service Paperwork Processing

Ever get forms in the mail from a financial institution and you have no idea how to fill them out? Well, we’ll do that for you. We process all kinds of forms on a daily basis. Whenever the need arises, just let us handle your 401(k) Rollovers, Account Applications, Money Transfers, Retirement Income Distributions, Roth Conversion forms, and etc.

Insure.

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Life Insurance

Let's face it.  There are lot of confusing options when it comes to life insurance.  We are independent insurance agents which means we deal with a number of insurance carriers.  We don't think that any one life insurance product makes sense for everyone.  We will help you find the product that fits your needs instead of trying to make you fit a product.

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Annuities

Most people entering retirement want to create a reliable income stream that will never run out.  Furthermore, they are ready to add less volatile investments to their portfolios. We work with the top insurance carriers in the nation to provide fixed-indexed annuities that you can rely on.  If a growing income stream and safety of principal is what you want, we can find a solution that works for you.

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Business

Traditional saving options can be limiting for businesses with large profits.  Let us show you how an Executive Bonus Plan might be an attractive solution for your business.  We can walk you through using life insurance to fund a Buy-Sell Agreement or help you understand the benefits of a Key Person Insurance Policy. Furthermore, we can help you find a disability policy for you and/or your employees.