Financial consulting is important to give you a good idea of your financial security for now and in the future. We want you to have a stable future, so check out some of the financial services we offer.

Tax Strategies

Our financial services will help determine your current and future tax liability. Our financial consultants will develop strategies to minimize the amount of taxes you pay in retirement. Tax planning can have a large impact on the amount of wealth you will be able to transfer to your legacy. We will help ensure that your retirement plan is tailored to utilize both tax advantaged and taxable products.

We can provide tax reduction strategies. Proactive tax planning allows our clients the opportunity to minimize tax burdens and build a solid foundation of tax reduction strategies that can result in years of tax savings.

Tax Planning Services

  • Roth Conversion Analysis
  • Year-End Tax Filing Services
  • 1040 Tax Optimization Reports
  • Personalized Tax Reduction Reports

Investment Management

In order to help each client meet their financial goals, we base our process on a client-focused, personalized approach using multiple investment strategies. Our advice and recommendations are tailored to our clients’ investment goals, desired return objectives, risk tolerance, time horizon, cash requirements, and tax situation. Our investment strategy is designed based on long-term investment goals such as preserving principal, maximizing income, or accumulating capital.

Other Financial Services:

Social Security Retirement Benefit Maximization Strategies

How and when you begin to draw Social Security can make a big difference in how much you eventually receive. We help clients design a strategy to maximize their social security retirement benefits.

Life Insurance

We help clients become their own banker through a type of life insurance account. After depositing money into the account, they are able to borrow from it, while continuing to earn tax-free interest on the full amount.

Principal-Protected Investing

With annuities, your investments can grow as the market goes up, without the risk of losing principal due to market volatility. This is a great option for those who have an old retirement account they’d like to roll over, or some extra money to invest.

Roth IRA

Contribute up to $5,500 per year and earn a deduction on your taxes. The money you deposit grows tax-free and is not taxed at the time you withdraw it.

SEP IRA

This is a great option for business owners looking to lower their tax burden while saving for retirement.

College Planning

We can help you set up a life insurance account with a cash value you can use once your child is college age. The money is available unrestricted, tax-free, and penalty-free.

To learn more about our financial services, contact a financial consultant today.