Our Services

Sample text #1:

We serve individuals and businesses in all areas of financial management, including:

  • Retirement planning

    Making the most of your employer-sponsored retirement plans and IRAs. Determining how much you need to retire comfortably. Managing assets before and during retirement.


  • Estate Planning

    Helping with strategies to preserve your estate for your intended heirs. Potententially reducing exposure to estate taxes and probate costs. Coordinating with tax and legal advisors. 


  • Insurance Planning

    Reviewing existing insurance policies. Recommending policy changes when appropriate. Finding the best policy for your situation.


  • Education funding

    Recommending investment and accumulation strategies to help you pay for your children's education.


  • Investment Planning

    Determining your asset allocation needs. Helping you understand your risk tolerance. Recommending appropriate investment vehicles to help you reach your goals.


  • Employee and executive benefits

    Helping your business attract and retain qualified employees through benefit packages.

Sample text #2:

[Company] offers independent financial management and advice in the following key areas:

  • Investment planning, risk management, college funding, retirement planning, and estate conservation.

Our services are designed to help you answer the following questions:

  • How can I get more from my investments?

  • How can I reduce my exposure to risk?

  • How much money will I need to live comfortably in retirement?

  • Am I saving enough?

  • What is the best way to save for college?

  • How can I help reduce estate taxes and preserve more of my assets for my heirs?

  • Do I have the right amount of life insurance?

Sample text #3:

We provide a wide range of financial services to individual investors, including:

  • Asset Allocation Strategies

  • Tax Reduction Strategies

  • Insurance planning

  • Investment planning

  • Retirement planning

  • Estate conservation

  • College funding

We also provide business financial services, including employee and executive benefits.

Sample text #4:

We offer a full range of financial services, including

  • Asset Allocation Strategies

  • Tax Reduction Strategies

  • Investment planning

  • Tax planning

  • College funding

  • Insurance funding

  • Insurance planning

  • Retirement planning 

Sample text #5:

When developing a customized financial program, I will walk you through a step-by-step process that is designed to make you feel confident in your decisions.

Once your goals have been established, appropriate strategies are customized to suit your vision and objectives. I can help you execute a sound financial program utilizing the following products and services:

  • Tax-reduction strategies

  • Investment management, including stocks (Series 7 only) and mutual funds

  • Retirement planning

  • Estate planning and preservation

  • Asset protection through insurance and annuity products