Financial Counseling Resources

Specialties

Wealth Accumulation Manage and Coordinate, individual and business related investment portfolios. Develop strategies for asset accumulation and preservation. Review and recommend family Insurance; life, medical, Medicare supplement, long-term care, long-term disability Retirement Planning Seeking to provide clients with the necessary information, guidance, and implementation of strategies that will effectively meet their retirement goals and objectives. Financial Planning Attempt to minimize tax burden for heirs. Achieve plans of living disposition. Provide liquidity and options using cost effective techniques. Assest Management Provide a means to transfer ownership and control to successors. Design benefits for key personnel that bond them to the business.