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
- SEP 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
Other
- 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