Broker Check

Everyone has questions regarding their finances, let us help you find answers.

Investment Planning

  • Can I know how much risk I have?
  • How much return is enough?
  • What is a brokerage account?
  • Why are so many advisors only talking about annuities?
  • Why all the jargon?

We offer assistance with the following investment products:

  • Bonds
  • Common Stock
  • Brokerage Accounts
  • Treasury Bills
  • Government Securities
  • Treasury Notes
  • Variable Annuity
  • Fixed Annuity

Retirement Planning

  • When can I retire?
  • What are the chances my money will last?
  • Where will my money come from?
  • How much will social security pay me?
  • Should I "rollover" my company retirement accounts?
  • What kind of retirement accounts do I have?
  • What about taxes?

We offer assistance in the following products:

  • Educational IRA
  • Traditional IRA
  • Roth IRA
  • Simple IRA
  • Tax Plans
  • 401(k) Planning
  • 403(b) Planning
  • Money Purchasing Plans
  • Profit Sharing Plans

Education Planning

  • How can I send my child/grandchild to a private school?
  • Will financial aid cover all my child's college cost?
  • How much will I need to pay?
  • What kind of financial aid is available?
  • How can I find scholarships for my child?
  • How do I fill out FAFSA?
  • Should I consolidate my current student loans?

We offer assistance in the following products:

  • Educational IRA
  • 529 accounts
  • UTMA/ UGMA accounts
  • Coverdell accounts
  • College Funding

Insurance Planning

  • What kind of insurance do I need?
  • Is it ok to buy life insurance online or over the phone?
  • Am I "insurance poor?"
  • Can insurance be used for retirement or education savings?
  • Am I eligible for Medicare?
  • Do I need a Medicare supplement policy?
  • What are Medicare parts A, B, and C?

We offer assistance in the following products:

  • Medicare Supplements
  • Disability Income Insurance
  • Life Insurance
  • Long-Term-Care Insurance

Personal Wealth Planning

  • How does debt affect my financial stability?
  • How do I get out of debt?
  • How much can I afford to give to charity/ tithe?
  • Where should I pull money from in an emergency?

We offer assistance in the following products:

  • Financial Plan Development


  • Should I buy or finance?
  • Will or Trust?
  • What is a reverse mortgage?
  • Should I refinance my current mortgage?
  • Where can I find financial help with Probate matters?

We offer assistance in the following products:

  • Financial Planning
  • Legacy Planning