Products and Services

Our advice is designed for you personally. Your goals. Your dreams. Your needs. We assist our clients in many areas of their financial lives and partner with other professionals to provide superior advice and direction.

*Financial Planning

Retirement Planning
Retirement Income Planning - Helping Retirees Spend Their Money
Investment Strategies
Executive Benefit Planning
Business Owner / Closely Held Business Planning
Divorce Financial Planning (divorcewealthconsultants.com)
Elder Care Planning Issues
Estate Planning
Income Tax Planning
College Planning
Protection Planning

Our Wealth Management Strategies utilize comprehensive portfolio development, asset allocation strategies and comprehensive risk analysis. The following is a sample of the investment tools we use in implementing the strategies:

*Investments & Accounts

Mutual Funds
Exchange Traded Funds (ETF)
Common Stock
Bonds
Unit Investment Trusts (UIT)
Alternative Investments
Variable Annuities
529 Education Plans
Educational IRA
Traditional IRA
Roth IRA
SEP IRA
Simple IRA
Many Other Small Business Friendly Plans

After reviewing the risk management needs in our client’s individual situations, we can implement the advice utilizing one of several, competitive insurance brokerage partners in the following insurance lines:

Insurance

Disability Income Insurance
Life Insurance
Long Term Care Insurance