Offer open architecture of fee and commission platforms, depending on your individual needs
Provide financial education as you move through different hurdles in life
Prepare, monitor and actively manage your portfolio based on your goals and expectations
Retirement Income
Create different sources of income, so that there is flexibility depending on your life expectancy, living expenses, rate of return on your investments and inflation
Partner with you to determine how much you can safely withdraw from your investments, without running the risk of outliving your cash
Tax Free Income
Develop strategies to reduce or eliminate your tax bill through tax-efficient investments
Establish an appropriate mix of tax-advantaged accounts, as they will provide choices and options later
Define possible income streams and sources that are tax-free
Financial Planning
Develop a financial roadmap, which will equip you to make smart choices with your money
Assess all areas of your finances; including employer retirement accounts, college savings, estate planning, Social Security benefits and insurance needs.
Incorporate your goals and needs into a concise implementation plan
Business Benefit Solutions
Provide solutions that help to retain and attract employees
Partner with the employer to save them and their employees’ money
Design benefits that address the needs of the employer and the employees
College Planning
Evaluate the different funding options that are available e.g. Custodian Accounts, Cloverdell Education Savings Accounts
