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Personal Business

Investment Center - Individual

Helping you determine your financial future through smart, personalized investments.

Financial Planning

You don't need to be an expert in everything from complex investments to tax laws - you just need to have a financial planner who is.

Our process includes two primary steps: to fully understand and analyze the specifics of your financial situation; and to provide you with the information, advice and alternatives you need to make the appropriate decisions about your unique financial needs, circumstances and objectives.

  • Comprehensive financial planning
  • Retirement planning
  • Education funding
  • Estate planning
  • Tax Reduction strategies

Investment Planning

Just because you can search for investment information online doesn't mean you have all of the necessary information that will help you make the right investments for the outcomes you want. We assist you in identifying your investment objectives, evaluaitng your risk tolerance and analyzing your current portfolio. This enables us to develop an appropriate assest allocation strategy and recommend various alternatives tailored to help meet your individual needs and goals. Our business model provides the framework. We offer a diverse selection of investment and insurance related products:

  • Stocks and bonds
  • Mutual funds
  • ETFs and UITs
  • Fixed variable annuities
  • Alternative investments
  • Variable universal life insurance

Retirement Income Planning

It's happening more and more: people are finding themselves outliving their retirement savings and wondering "what now?". To avoid a savings shortfall, it is critical to work with an investment planner who will help you make sure you have the capital to afford the retirement lifestyle you desire.

We'll lay out your options and offer sound alternatives so you can choose the appropriate techniques to accumulate welath. You can count on us to:

  • Assess income needs
  • Quantify income resources
    • 401(k) rollover
    • Pension
    • Social Security

Risk Management

Though life is unpredictable, planning for injuries, accidents and other curveballs shouldn't be. Through our affiliates and other fine companies, we offer an extensive portfolio of fixed and variable life-insurance products as well as disability products, including:

  • Permanent life insurance (whole life and universal life)
  • Term life insurance
  • Disability income
  • Long-term care

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