Broker Check

Financial Services

We provide financial planning and wealth management services to individuals, families, and business owners who are either currently retired, approaching retirement, or those who would just like to get an early start.

All of our services fall under one of the following six categories as part of our Retirement Vision® process. We offer a free, no-obligation review to those who wish to learn more about us and how we can help you. If you have any questions or would like more detailed information, please feel free to contact us.

1. Income Planning

  • Income, Expense and Budget Analysis
  • Social Security Optimization Strategy
  • Pension Maximization 
  • Inflation/Hyperinflation Planning
  • Emergency Income Contingency

2. Investment Counseling

  • Evidence-Based Investing
  • Low Cost, Efficient Strategies
  • IRA/401K/Retirement Asset Planning
  • Mutual Fund Fee Analysis
  • Fiduciary Standard of Care

3. Tax Planning

  • Tax Minimization Planning
  • Tax Efficent Investing Strategies
  • Roth Conversion Analysis
  • Required Minimum Distrubution (RMD) Planning
  • Gifting Strategies

4. Risk Management

  • Investment Risk Analysis
  • Stress Test Scenarios
  • Personal Liability Overview

5. Health Care Planning

  • Medicare/Health Insurance Planning
  • Long Term Care Planning

6. Estate & Legacy Planning

  • Trust Services*
  • Life Insurance
  • Estate Tax Planning

* LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial. 

Contact us to schedule a free, no-obligation review today!