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 that seek 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 a suitable policy for your situation. 
  • Education Funding
    Recommending investment and accumulation strategies that seek 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 pursue your goals. 

 

What We Can Offer You:

                    INVESTMENTS *

  • IRA's
  • Roth IRA's
  • SEP's
  • Simple IRA's
 
  • 40l (k)'s
  • 403 (b)'s
  • 529 Plans
  • Coverdell IRA's
  • CD's
  • Annuities
  • Money Market Funds

  • Non-Qualified Savings

  • REITs

 

  • Mutual Funds

  • Personalized Financial Plans

  • Brokerage Accounts

  • Asset Management

  • Stocks and Bonds

                    INSURANCE **

  • Life 
  • Disability  
  •  Health
  • Medicare Plans
  • Dental/Vision
  • Long-Term Care
     
     
     

                  

*Offered through LPL Financial                                 ** Offered by Mowinski Financial