SERVICES

Our services
will provide a roadmap
for YOUR wealth

Individual Account Management

We want to help you BUILD WEALTH, for GENERATIONS. You work hard for your family and community, let us help preserve and pass along that prosperity. You can expect a personalized approach from our team. We don't template, we personalize, giving you control to meet your objectives.

Corporate Retirement Plans

We will analyze the best and most cost-efficient retirement vehicle for your company. Thinking of making a change? We offer no cost, risk and investment analysis for your current plan.

We can design and implement the perfect plan for you, your company and your employees.

Early Retirement

We offer rollover IRAs to assist with changes in employment. Traditional IRA, ROTH IRAs and Roth IRA IRA conversions. SEP IRA accounts for self employed individuals, contractors, and entrepreneurs.

Personal Services

We bring our knowledge, relationships and trust to meet these needs. Often, a combination of tax efficiency, estate planning, risk management, and insurance planning are the tools necessary to get you there.

Tax Efficiency

Through our partner Raymond James we offer individual accounts with zero transaction fees for Equities and ETFs. These accounts allow financial flexibility, limitless investment opportunity, and the option for security-based lending.

Estate Planning

Estate planning is not a one and done event. We know relationships change and your asset allocation changes. We'll work hand in hand with your attorney to make sure your wishes are clearly documented and implemented.

Risk Management

Through our partner FTJ, we offer customized risk analysis, asset allocation construction and financial planning to Teachers. Using low cost ETF’s and mutual funds we can create diverse portfolios for every risk tolerance.

Insurance Planning

Our Life, Health, and Disability experts will work with individuals and families on assessing current insurance needs. Through an extensive brokerage network we will find the most cost efficient and robust policy to meet your needs.

Business Services

To achieve your business goals, it's key to have motivated employees to help achieve these goals. We take a birds eye look at your personal and business objectives to help design the proper package for you.