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Financial Services & Estate Planning
We have a licensed investment partner on staff. Because we already understand your individual tax situation, we are better suited to design your personalized financial plan. Regardless of the investment vehicle you choose, we can get you started. For individuals we can help setup an Individual Retirement Account (IRA) or Roth IRA, and also assist you with a 401(k) or IRA rollovers. For self employed individuals and small businesses, we can help set up a Self Employed Pension Plan (SEP), Self Employed 401k or Profit Sharing Plans. In addition to investment and retirement accounts, we can work with you in setting up a Section 529 College Savings Plan for yourself or your children.
Estate Taxes, while hotly debated, are a very important consideration in your financial plan. We will work with you to establish a plan to keep your assets in your family. We offer a number of alternatives that can be implemented based upon your individual situation. As part of the estate plan, we can also help you with your life insurance needs, whether you seek Whole, Term, or a Variable Annuity.
If you have any questions, please do not hesitate to contact us.
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