Services

We serve individuals and businesses in all areas of financial management,
including:

  • Retirement Planning *
    Making the most of your employer-sponsored retirement plans and IRAs.
    Determining  
    how much you need to retire comfortably. Managing assets before
    and during retirement.
  • Estate Planning *
    Helping with strategies to preserve your estate for your intended heirs. Potentially 
    reducing exposure to estate taxes and probate costs.Coordinating with tax and
    legal advisors.  
  • Insurance Planning *
    Reviewing existing insurance policies. Recommending policy changes when
    appropriate. Finding the best policy for your situation. 
  • Education Funding
    Recommending investment and accumulation strategies to help you pay for your
    children's education. 
  • Investment Planning *
    Determining your asset allocation needs. Helping you understand your risk tolerance. Recommending appropriate investment vehicles to help you reach your goals. 
  • Employee and Executive  Benefits**
    Helping your business attract and retain qualified employees through benefit packages.
  • Mortgage Loans**
    Helping clients with new purchases, refinancing, and debt consolidation.

 

What We Can Offer You:

                    INVESTMENTS *

  • IRA's
  • Roth IRA's
  • SEP's
  • Simple IRA's
  • ING Select Advantage IRA's
  • 40l (k)'s
  • 403 (b)'s
  • 529 Plans
  • Coverdell IRA's
  • CD's
  • Annuities
  • Money Markets
  • Non-Qualified Savings

  • REITs

 

  • Mutual Funds

  • Personalized Financial Plans

  • Brokerage Accounts

  • Asset Management

  • Stocks and Bonds

                    INSURANCE **

  • Life *
  • Disability
  • Health
  • Dental
  • Vision
  • Long-Term Care
  • Medicare Supplement and Advantage Plans
  • Group Benefits
 
     
     

                  

*Offered through Voya Financial Advisors
**Offered through Mowinski Financial LLC NMLS#1834480