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How We Work

Our firm specializes in helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.

We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being.

Investment Accounts

Retirement Plan Rollover Accounts: (401(k), 403(b), 457, PSERS, TIAA, & TSP pans

Traditional Investments – Stocks, Bonds, Mutual Funds, ETFs, and Annuity Strategies

Lifetime Income Annuities (for one person or person and spouse)

500+ Money Manager (aka Fund Strategist) Portfolios

Socially Responsible Investments

Faith-Based Investments

Advisor or Self-Directed Accounts

IRAs, Roth IRAs, and 529 College Savings Plan Accounts

Trust Administration - Services offered through Premier Trust

Planning Services

Retirement Planning

Wealth Management (for both accumulation and distribution scenarios)

College Planning

Estate Planning

Asset Allocation Analysis

Asset Protection and Wealth Transfer/Legacy Planning

Life Insurances (All types - Term, Universal, Variable, Whole, & others)

Long Term Disability Income Insurance

Long Term Care Insurance

Services for Small Businesses

SEP, SIMPLE, Solo 401(k), 401(k), and Pension plans - installation, service, investment management, and administration

All major plan providers (Vanguard, Fidelity, Principal, etc.)

Full service plan implementation and administration

Key Person Insurance

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you. |  (412) 409-2905