Individual/Family Planning

We understand how important making the right choices and investments are to individual and family clients. Our Investment Assured Program is personalized to develop an investment management plan that works with your financial choices and goals. Creating a financial plan is just the beginning, our proactive management philosophy will ensure that your plans can adapt to your ever changing world.

Listed are some of the services we can customize for you:

Wealth Preservation Strategies:

  • Asset Protection
  • Business Planning
  • Charitable Giving
  • Estate Planning
  • Legacy Planning
  • Retirement Distribution Plans
  • Tax Strategies

Investment Strategies:

  • Stocks & Bonds
  • Retirement Plans
  • Mutual Funds
  • IRA & Roth IRA
  • Qualified Plan Rollovers
  • 529 College Savings Plans

Insurance Programs:

  • 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 Charles Schwab on your behalf?

Retirement Plan Check-up:

Do you have access to a team of specialists to give you comprehensive advice?

Does your advisor proactively call with advice before you ask for it?

Is your advisor primarily focused on sales, or is your advisor your advocate?

Does your advisor’s firm sell proprietary products or is it independent?

Contact one of our Team

to arrange a free comprehensive analysis of your financial plan.

Get In Touch