Services
Every service
and recommendation has the desire to provide the:
Highest probability for our clients to achieve their goals while having
Tax Flexibility, Plan Flexibility, and Investment Cost advantages
Business Services
Some of the most common expressions from our clients
- Are there
better 401k plans than the old
commissioned options
- I am a small
business owner, what is the
best way to save on taxes
- Do I need a
buy/sell agreement and how
should it be structured
- Do you
do employee seminars
Commission-free
401k plans
Employee training and seminars
Sep IRA & Simple IRA
Investment Services
We offer ongoing asset management, hourly asset management and have a
preference towards low cost etf's and no-load mutual funds
- I am not
sure how to manage my
investments, I want someone who I know is looking out for me
- I have a
rollover from my old employer
and I want it invested correctly
- I don't know
if my investments are
working together or if they are working at all
- It
seems I am beeing pushed into a
certain product, can you recommend if this is a good idea or not
Ongoing asset
management
One time investment advice
College funding advice
Clarification of full investment options and benefits
No-Load low cost investment alternatives
Retirement Services
Some of the most common ways we help our clients
- I am
approaching retirement and I need to
know if I have enough
- I don't know
where to put my money or in
what amount
- I have /
someone recommended an annuity
to me, I'm not quite sure if I understand it
- I need
someone to make sure I follow
through and start taking action
Distribution
projections
What options and types of accounts to use
How to minimize effects of inflation
Lump sum vs annuity distribution options
Net worth monitoring
Planning strategies
Life Transitions / Life Insurance Needs
Analysis
Some of the most common ways we help our clients
- What are the
benefits of having a term or
permanent policy
- I have an
old whole life policy, what
should I do with it
- I want to
make sure my kids go to college
if something happens to me
- I do
not understand my work benefits, do
I have enough insurance or to much
Proper amount
of coverage
Proper form of coverage
Disability Recommendations
Work, Permanent, Term Integration
The bottom line:
If you prefer full disclosure from an independent financial advisor over hidden fees & commissions.
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