Our services include:
Our open-architecture platform gives us the ability to build and manage customized investment portfolios to help you meet your financial goals. We utilize equities/stocks, fixed-income/bonds, CDs, mutual funds, closed-end funds (CEFs) exchange-traded funds (ETFs), money market funds, options, unit investment trusts (UITs) and alternative investments.
As CERTIFIED FINANCIAL PLANNER™ professionals, we have the education and experience to properly advise you on your financial situation. This may range from guidance on a specific area of concern to providing a fully customized plan. This may include: investment planning, estate planning strategies, life insurance, Social Security and Medicare, long-term care and healthcare costs, cash flow and budgeting, charitable giving, exectuve compensation assistance, and retirement plan consulting for small businesses.
Our retirement income process is a comprehensive solution that helps you to understand what your cash flow needs are, and to build and manage a portfolio designed to generate the income you need.
We provide a holistic array of services that encompass all aspects of your financial life. These services include but not are limited to lending services and life and long-term care insurance through Wells Fargo affiliates.