Products and Services

Our Unique Ability and Focus

Many financial professionals focus on investment and planning for what might happen in 20 or 30 years - retirement. While that's part of the whole picture, it often doesn't take into account what could happen today to derail those plans. Our focus is first on protecting your todays. We believe it's critical to protect your income from pre-mature death or disability; it's critical to make sure that in the event of legal action, your assets are protected; and, it's important to ensure that should you live too long, you don't run out of money. We believe these goals should come before a discussion on asset allocation and investment performance.

In this context, we utilizeThe Living Balance Sheet®system to help our clients assess their assets, liabilities, cash flow and protection domains to make sure they're all in balance. During our discussions, we've got representatives who can help you with the following:

Insurance

Disability Income Insurance
Life Insurance
Long-Term-Care Insurance

Business Planning

Exit Planning
Succession Planning
Executive Compensation Planning

Investments

Bonds
Stocks
Mutual Funds
Exchange Traded Funds
Coverdell ESA
Traditional IRA
Roth IRA

SEP IRA
Simple IRA
Brokerage Accounts
Treasury Bills
Government Securities
Treasury Notes
Variable Annuity

Financial Strategies

Retirement Plans
Tax Strategies
401(k) Planning
403(b) Planning
College Planning

Estate Planning
Money Purchasing Plans
Profit Sharing Plans
Cash Flow and Budgeting

How We Work

If you'd like to learn more about our process using The Living Balance Sheet, give us a call at 888-513-2300 or click below.

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