The following is a list of some of our professional services:
Financial: Planning Considerations
  • Retirement Planning Strategies
  • Personal Retirement Plans
  • Comprehensive “Fee-Based” Financial Services
  • Wealth Management Strategies
  • Wealth Distribution Analysis
  • IRA, 401(k), 403(b) Distribution Analysis
  • Estate Conservation Planning
  • Residential Mortgage Service Referrals
 
Investment: Strategies and Investments
  • Logical,  Non-Emotional, Formula-based Investment® methods such as our Portformulas® Investment Strategy
  • Strategy utilizing leading economic indicators and ratios and how they may help determine trends for investment decisions.
  • Asset Allocation Analysis
  • Annuities – Fixed and Fixed Indexed
  • Traditional and ROTH – IRA’s
 
Insurance Services
  • Life Insurance – Term and Permanent
  • Long-Term Care Expense Planning
  • Medical Supplement Plan Referrals
  • Health Insurance Plan Referrals
 
Estate & Tax Planning
  • Referrals to Legal and Tax Service Professionals to help you with:
      - Wills, Trusts, Probate, Durable Powers of Attorney, Estate Planning
  • -  Income Tax, Estate Tax, Capital Gains, Gift Tax Planning