Financial Planning

Ever feel lost on your path to financial Independence? You might know where you are and where you want to be financially, but how do you get there?

The fact is one approach does not fit everybody – you need a personally tailored portfolio and financial plan to reflect your specific concerns, goals, and risk tolerance. Through the coordination of refined processes such as our CC Update System, Ax1 Account Consolidation Process, and R2R Method we provide the tools and expertise necessary to organize, analyze and implement your unique financial plan with confidence.

With three levels of service we are able to assist investors in the beginning stages of their financial journey as well as those investors with more complex, in depth planning needs.

 

401(k) Plans

One of the biggest challenges of owning your own business is keeping track of all the moving parts.  Through our 401(k) Concierge Program we can help you. As the Registered Representative on the 401(k) Plan we represent the 401(k) Trustees and the employees, not the investment issuer. Our 401(k) Concierge Program is designed to keep a watchful eye on the investment performance in the plan, assist the trustees in fulfilling all of their duties, and manage the continuing education for participants through our Participate Workshops. Our 401(k) Concierge Program also includes Participant PLUS, which can be advertised to your employees as an additional benefit.

 

Life Insurance

The world is full of mysteries – The Bermuda Triangle, Stonehenge, life insurance…

Our LifeAssure Process is designed to identify your current life insurance needs and ensure you are properly covered for your unique life circumstances. We will collect, organize, and analyze your current life insurance policies, checking for suitability. If you are over insured we will help to identify policies you no longer need. If you are under insured we can recommend coverage that is appropriate for your situation and help with the application process.

 

Call our office today to learn more about how we might help you on your path to financial independence.