Financial Planning

Choices are what we are all about. We are an independent broker which means we are not tied to any one company or fund. We offer a full array of mutual funds, fixed annuities, and variable annuities.

Determining how much money you will need to retire - depends on your retirement dreams (travel, family needs, etc). With issues such as social security, medicare, estate planning; You need to develop a plan to secure your future and have your funds last.

What would happen to your family and loved ones if you’re not around? Life insurance provides the security and peace of mind to know they’ll be taken care of. Whether it's used to pay off your mortgage, replace your income for family, secure a business loan, create an estate – these all can be address with life insurance.

The 401(k) plan is a type of employer-sponsored retirement plan, where the employer will match a certain percentage of your income that you set aside. We can create new 401(k) plans or roll over a previous account from an old job.

Individual Retirement Account (IRA) is a personal savings plan that provides income tax advantages to individuals saving money for retirement. The two basic types of IRA's are Traditional and Roth.

A 529 plan is designed to help you save for your child’s college education. The government offers some tax breaks for putting money into these 529 plans. Make sure your child has the funding to get a good education, start saving today.