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Services
| We Believe: |
- Financial planning involves maximizing your wealth. We define wealth as integrating all of your resources - financial, emotional, physical, and spiritual.
- We help you strike a healthy balance between all of your resources throughout your life via life planning
- The level of communication between us will determine success
- We do not believe in timing the market. We believe that if your time horizon is greater than three years, you should accept some of the volatility risks of the stock market. For those needs that occur in less than three years, you should not accept this risk.
- We believe that if we make mistakes, we must correct them. But first, we must know of them. Please talk to us so that we may do so.
- We believe that a competent and fulfilled staff is critical to execute our mission. We treat our staff with respect and ask that you would as well.
- We believe that we should like and trust each other. If that ever stops happening, we believe our relationship needs to be re-evaluated.
- We believe that you should be as involved in your plan as we are. This means that we will often ask you for help in gathering information or talking with other advisors who may have this information.
- We believe in the value of synergy. A competent, healthy communication and exchange of ideas between all related advisors is essential to achieving the desired success for you.
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| Financial Planning/ Analysis |
- Full service financial planning
- Financial analysis of clients current situation
- Evaluation of / and help for future goals
- Consulting
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| Personal Services |
- Regular investment planning
- Retirement planning, IRA's, Rollovers
- Education planning
- Estate planning
- Tax planning
- Trust accounts
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| Business Services |
- Small business planning
- 401(k)
- 403(b)
- SEP/IRA's
- Profit sharing plans
- Simple IRA's
- Deferred Compensation Plans
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| Investment Products/ Services Offered |
- Stocks
- Bonds
- Mutual Funds
- Limited Partnerships
- CD's
- Options
- Life Insurance
- Annuities
- Money Market Accounts
- Private Money Managers
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| Investment Strategies |
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Personalized service for both individuals and businesses
Factors affecting decisions on investment plans:
- Stocks
- Bonds
- Mutual Funds
- Limited Partnerships
- CD's
- Options
- Life Insurance
- Annuities
- Money Market Accounts
- Private Money Managers
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Services
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Articles
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Calculators
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Newsletters
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If you would like to be on our mailing list to receive a complimentary copy
of our newsletters, please e-mail us or use our Contact Us page.
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