Our investment process begins with us gaining an understanding of your needs, attitudes, and aspirations. We emphasize the need for a process to ensure that we are not missing anything important.
The information this evaluation yields becomes the mortar for building your financial program—the better the information you provide, the stronger the bonds holding together our approach.
It is only at the end of this process that we consider what combination of mutual funds, individual stocks, bonds, variable annuities, or life insurance we use in your program. Frankly, these are simply a means to an end, so we are far more intent on getting a clear picture of what that destination looks like.
Our services include, but are not limited to:
Retirement Planning Corporate and Municipal Bonds
Estate and Inheritance Issues Elder Issues / Long-Term Care
401(k) Plans (individual and business) Overall Financial Lifestyle
Life Insurance CDs, Stocks, Mutual Funds
Education Funding Variable Annuities
Income Tax Issues
Investments are not FDIC insured and are subject to risk including loss of principal amount invested. Investments are not deposits of or obligations of the bank and are not guaranteed.