Products

We are first and foremost a fee-based planning firm. That means that our work is process-driven rather than product-driven. In many areas of planning, no product solution is required. Other times, though, there is a gap that needs to be filled with a financial product.

We can and do assist clients with the acquisition of various financial products and services. In doing so, we design solutions that provide good value for our clients. Even more importantly, though, we help assure that product recommendations are appropriate for, and in alignment with, client objectives.

Some of the products with which we can assist individuals and businesses are:

  • Managed Investment Accounts
  • Mutual Funds
  • Individual Securities (Stocks, Bonds, ETF's)
  • Income Annuities
  • Fixed & Variable Annuities
  • Life Insurance
  • Disability Insurance
  • Long Term Care Insurance
  • Health Insurance

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