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Services

While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions.

Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following products and services:

<strong>Asset Management</strong>

Asset Management

  • Mutual funds
  • Stocks
  • Fixed Income (bonds, other income products)
  • Alternative (REITs, etc.)
<strong>Transitioning from Independence (65 years and older)</strong>

Transitioning from Independence (65 years and older)

  • Strategy for Income Management
  • Review of LTC needs, options & tailored products
  • Tax Planning
<strong>Managing Finances &#38; Care of Senior Parents</strong>

Managing Finances & Care of Senior Parents

  • Strategy for best funding senior care and needs
  • Review of senior residence options
  • Legal Considerations & Major organization
  • Estate Planning
<strong>Financial Planning</strong>

Financial Planning

  • Establishing Goals
  • Recommendations & Strategy for Assessment Management
  • Tax Planning
  • Annual Review