Our Services

Financial Planning Services is a full service financial planning firm providing personalized financial and investment management strategies.  Our belief is that investment management starts with understanding the goals of our clients.  Before investment decisions can be made, we step our clients through the proper steps in developing a financial plan.

 

Our services

 

  1. Seminars

A.     We provide information based financial planning seminars that cover many investment tools/products in the financial planning arena.

B.     These seminars are delivered to the general public, businesses, organizations, government agencies and church groups.

C.     All of the information in the seminars can be tailored to the specific needs of the group.

  1. We help clients work toward their goals in the areas of, Retirement Planning, Estate Planning, College Funding, Asset Protection, Wealth Accumulation and Tax wise investment strategies.

 

 

Investment Products and Tools Provided

 

Lump Sum Rollovers,Stocks, Bonds, Mutual Funds, Unit Investment Trusts, Real Estate Investment Trusts, Annuities, CD’s, Life Insurance, Long Term Care Insurance, Disability Insurance and much more.

 

Both, Traditional and Roth Ira’s.  401(k) plans, Simple Plans, SEP, Pension Plans, 529 College Savings Plans, Section 162 Bonus Plans (Executive Carve Out Planning).