Our Services

 

 

Meeting-Our Services
Financial Planning and Investment Advisory Services





Investments

We invest for different types of accounts from IRA’s to larger fee-based investment advisory portfolios. We invest for individuals, corporations, trusts, and all varieties of retirement plans over $250,000.


Retirement Planning

We specialize in financial planning for retirees and prospective retirees. Our financial plans provide projections and a road map for retirement. We help implement the plans as well.


Estate Planning

Our financial planning services include design and implementation of estate plans, including working with estate attorneys in creation of legal documents. 
 

 


Tax Planning

We help develop tax minimizing strategies and work with CPA’s to implement these strategies.