Broker Check
 

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Services

Our services include financial planning and investment management. Our clients receive advice on topics such as:

  • Whether their financial resources are sufficient to retire at a given level of spending,
  • When and how to take their pension benefits,
  • The tax implications of selling their homes, using home equity lines of credit or reverse mortgages,
  • Investing tax efficiently,
  • Setting up a withdrawal plan including direct deposits and tax withholding,
  • Using existing annuities or evaluating annuity products in context of their plan.

Our investment management services are tailored to each client’s individual risk tolerances and financial needs. We partner with clients in either a commission or advisory (fee-based) capacity depending on what works best for their situation. Examples of products that we purchase for our clients include:

  • Exchange-traded funds (ETFs)
  • Mutual funds
  • Bonds
  • Stocks
  • Variable annuities