Services
Retirement Planning
- Roth IRA
- Traditional IRA
- Rollover IRA (From previous 401k, 403b, and other Qualified Retirement Plans)
- Life Insurance and Annuities
Small Business Retirement Plans
- 401k Plan Management
- Savings Incentive Match Plan for Employees (SIMPLE IRA)
- Simplified Employee Pension Plan (SEP IRA)
College Education Saving
- Coverdell Educational Savings Account
Portfolio Management
- Individual Securities (Stocks, Exchange Traded Funds)
Mutual Funds - Fixed Income (including Bonds)
- Annuities
Comprehensive Financial Planning
- Identify Retirement Goals
- Assess Risk Tolerance
- Discuss Insurance Needs
- Assist with Real Estate Investments*
*We have associated our firm with a commercial real estate investment firm, Evergreen Investment Corporation, to offer all aspects of your investment plan.