Our Services
Financial Planning
Helping our clients set a course for long-term financial stability and success is something we’re extremely passionate about. We work with you to design a custom plan that is goal-based and structured to help you achieve a lifetime of financial peace of mind.
Investment Management
There are boundless options for investing and it takes time, in-depth knowledge and expertise to properly investigate and compare to ensure you’re setting the best course for your financial future. This is not just our job, it’s our mission. As your fiduciary partner, we work completely on your behalf-not in the interest of any broker/dealer or other provider-to find and manage solutions that fit your specific situation and objectives.
While we chart the course, we never have possession of your assets. Instead, TD Ameritrade Institutional, a leading discount brokerage company, provides fiduciary services including custody of investments, account recordkeeping and monthly reporting. We use no-load mutual funds, exchange-traded funds, certificates of deposit as well as individual stocks and bonds through TD Ameritrade. Over 5,000 mutual funds have no trade charges and TD Ameritrade now has more than 100 ETF’s that also have no trade charges.
Other Investment Options
We can also provide investment management services for employer-sponsored accounts and variable annuity contracts through our Capital Maximizer service.
For those who are interested in additional tax deferred savings, we suggest Monument Advisor, a no commission, low cost variable annuity offered through Jefferson National Life Insurance Company. This vehicle has 300+ fund options available that allow us the flexibility to help you achieve your goals
Insurance
We are an independent licensed insurance broker. When you need and want insurance products, we have expertise to help you find the best coverage to protect your assets and prepare for the unknown. We tailor both traditional and non-traditional policies to suit diverse client needs. Contact us today so we may find the coverage options to best ensure your financial goals are attained. These coverages include life, disability, health, long-term care and other insurance products.
Corporate Retirement Plans
Shopping for a new retirement or executive benefits plan for your company, but having trouble weeding through the options? We can offer a fresh perspective. Because we work for you and not in the interest of any other provider, we can objectively identify the solution that best suits your company’s goals and bottom line. As your fiduciary partner, we’ll manage the process to streamline any transitions and ensure your benefit plans truly give you an advantage in the labor market.