Listed are some of the services we can customize for you. Click here for more information.
Wealth Preservation Strategies:
• Asset Protection
• Business Planning
• Charitable Giving
• Estate Planning
• Legacy Planning
• Retirement Distribution Plans
• Tax Strategies
• Stocks & Bonds
• Retirement Plans
• Mutual Funds
• IRA & Roth IRA
• Qualified Plan Rollovers
• 529 College Savings Plans
• Life Insurance
• Health (Medical) Insurance
• Medicare Supplements
• Long-Term Care Insurance
• Disability Insurance
Don't feel confined by your company retirement plan.
*** Did you know if you are over 59 1/2 it is (may be) possible to have us manage your 401K portfolio at TD Ameritrade on your behalf.
Retirement Plan Check-up:
Q. Do you have access to a team of specialists to give you comprehensive advice?
Q. Does your advisor proactively call with advice before you ask for it?
Q. Is your advisor primarily focused on sales, or is your advisor your advocate?
Q. Does your advisor's firm sell proprietary products or is it independent?
Call or contact one of our Team and see how we measure up.