We Offer 6 Main Services

1. RETIREMENT PLANNING

  1. We first meet with our clients to understand what service is needed.
  2. Setting up a retirement plan (At no charge)
  3. Rolling over a 401k/403b to an IRA
  4. Opening a Roth or traditional IRA (Which is better and Why)

2. HAVE YOU RECEIVED A LUMP SUM OFFER?

If you have recently received a Lump Sum offer for an old job, we can calculate if taking a pension or Lump Sum payment is better

3. COLLEGE SAVINGS PLAN

Savings for collage is very important, too many young people are coming out of college with too much debt and cannot start their lives. By putting a little money away automatically (as little as $ 50.00 per month) into a 529 or Coverdale collage (ESA) account when your children or Grand children are young the money will grow tax free if used for after High School education 

4. NON-RETIREMENT SAVINGS ACCOUNT

This is an account that you can out money away automatically (as little as $ 50.00 per month) to be used to replace a car, repair a roof, save for a down payment of a house or summer home

5. NEED A SPEAKER FOR YOUR ORGANIZATION OR CHURCH? 

Need a speaker for your origination or church. Here is a list of topic that I can speak about:

  • Estate Planning Basics
  • An Introduction to Annuities
  • Variable Annuities
  • Retirement Basics
  • College Planning
  • Advanced Estate Planning
  • Planning for Long-Term Care
  • Investment Basics
  • Retirement Income Planning
  • Roth IRA Conversions
  • Financial Planning Basics
  • Special Needs Planning
  • Social Security
  • Women and Money
  • Your Employer-Sponsored Retirement Plan
  • Retirement Savings Challenges for Women
  • Business Continuation Planning

6. REQUEST A MEETING

Click Here to Request A Meeting