The Retirement Planning process is designed to give you a clear picture, perhaps for the first time, of where you stand financially.
Financial planning is not a product, but a process of providing advice and assistance to help clients achieve their financial goals. And because each client is unique, there can be no cookie cutter approach.
In order to meet your financial goals, the need for a well-diversified and professionally managed Investment Plan is critical.
We’ve been brainwashed into thinking Social Security isn’t going to be there for the long term, so many couples ignore it when it comes to their retirement planning. Their attitude is “Don’t count on it because it may not be there.”
We design and manage retirement plans for corporations, not-for-profits, and government entities. We offer a distinctive combination of an SEC Registered Investment Advisor and a state-of-the-art Third Party Administrator/Recordkeeper creates The Certified Difference!®.
Our clients appreciate the fact that all of their personal finance and legal affairs can be coordinated and handled by professionals at the same location. We are pleased to offer our clients legal assistance right here in our offices.
Our clients appreciate the fact that all of their personal finance and tax affairs can be coordinated and handled by professionals at the same location. We are pleased to offer our clients tax preparation services for personal federal returns right here in our offices.