WHO WE SERVE
•Individuals
•Families
•Retirees
•People With Lump Sum Rollovers From Retirement Plans
•Employees of Small & Midsize Companies
•Educators & School Personnel
•Administrators
•Church/Ministry Personnel
•Business Owners

SERVICES OFFERED
We are a comprehensive wealth management firm.
The following will give you an idea of some of the areas that we can provide assistance in:

PLANNING & CONSULTING
Fee Only Services
Asset Based Services
Retirement Accumulation
Retirement Income
401k
Individual 401k
403b
457
Profit-Sharing
Keogh
SIMPLE
SEP
IRA
Roth IRA
Education Planning: 529, Coverdell, Custodial, Financial Aid
Inheritance Planning
Charitable Planning
Tax Planning
Insurance Planning
Investment Selection
Investment Planning & Management
Portfolio Analysis
Cash Management
Asset Allocation

INVESTING
Private Money Management
Fee Only Planning & Consulting
Stocks, Bonds, Mutual Funds
Closed End Funds, Hedge Funds, UIT’s
Fixed, Equity Indexed, & Variable Annuities
REITs & Limited Partnerships
Cash Management, CDs, Money Markets
World Currency Deposit Accounts and CDs

INSURANCE
Fee Only Planning & Consulting
Life
Health
Long Term Care
Disability
Supplemental
Employee Benefits

TYPES OF ACCOUNTS WE MANAGE
•Cash
•Individual
•Joint
•IRA
•Roth IRA
•SIMPLE IRA
•Educational Savings
•403b
•457
•401(k)
•Individual 401(k)
•Keogh
•Profit Sharing
•Pension Plans
•Corporate
•Power Of Attorney
•Transfer On Death
•Custodial Accounts
•Trust