Investment Management: Smart, Strategic Planning

Our Wealth Managers will design a portfolio that consolidates all of your investments into one personalized, comprehensive package. We’ll create a tailored asset-allocated portfolio using unbiased, independent analytical tools, and invest it according to your objectives and risk tolerance. Then we’ll periodically review your portfolio to make sure it’s performing the way you need it to, and make adjustments where necessary. Contact your Consultant to get started today.

Education Savings: Invest in Your Child’s Education

With the rising cost of college, it’s critical to start saving now. Our Wealth Managers will work with you to develop an educational savings plan comprised of traditional investment solutions or education-specific programs, including 529 plans.

NOTE: Prior to investing investors should consider whether the investor’s or designated beneficiary’s home state offers any state tax or other benefits that are only available for investments in such state’s qualified tuition program. Withdrawals used for qualified expenses are federally tax-free. Tax treatment at the state level may vary. Please consult with your tax advisor before investing.

Life Insurance: For your Loved Ones

Help loved ones carry on financially after you’re gone. We offer a variety of plans, and we’ll work with you to develop the insurance solutions that are right for you and your loved ones – call or stop in today.

• Term Life Insurance: This affordable protection provides financial security for your family at affordable premiums, based on your age and lifestyle. Your beneficiaries will receive the face value of the policy.
• Permanent Life Insurance: Products such as variable, universal, or whole life insurance are available.

Long-Term Care Insurance: Let’s Think Ahead

Nowadays, nursing home costs can run anywhere from $50,000 to $80,000 or more a year. A long-term care policy will help cover those costs without depleting the assets you worked a lifetime to accrue, and can provide peace of mind that your choice of facilities won’t be limited by your finances. One of our experienced financial consultants will walk you through the policy and help you determine if it’s right for you.