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Our Financial Services

What We Provide

Our different investment strategies depend on which investment philosophy applies to you:

1. Nothing Ventured - Nothing Gained (The Growth Phase)

Creating great wealth requires some risk and patience. For someone at an early stage of life, you may be fully invested in growth.

2. Slow and Steady Wins the Race (Near Retirement)

As you near certain goals in life, we protect what you have created – this is essential for safety and peace of mind.

3. Stop and Smell the Roses (In Retirement)

As you near certain goals in life, we protect what you have created – this is essential for safety and peace of mind.

Our Financial Solutions

Our team of subject matter experts specialize in the planning services you need to support your current phase of life. Every client receives the option of implementing these financial planning solutions:

Investments

  • Finding the right investments
  • Construction of a portfolio with complementary investments
  • Active cash management
  • Bonds
  • Educational IRA
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA


Financial Planning

  • A financial plan that fits your life goals
  • Minimization of taxes on your investments
  • Review of estate plan
  • Insurance Products: Life, Long-Term-Care and Disability
  • College Planning
  • Retirement Planning
  • 401(k)
  • 403(b)

Monitoring

  • Personal attention with regular communication
  • Online and mobile access
  • Coordination of financial care with attorneys and accountants

Taxes

  • Developing a tax-smart strategy for your investments
  • Filing for Individual, Trust, and Estate returns
  • Review of local, state, and federal tax regulations

In*Spire Workshop for Women and Couples

Join us at a one-of-a-kind event that will take a deep look into what inspires you and what it means to live a purposeful life. This invites you to explore what life looks like in retirement so you can build a financial plan designed to meet your specific goals.

Schedule a Call!