"The truth is, most Americans feel a great disconnect with their money. Many don't realize how their relationship with it could empower them to pursue their highest priorities and purpose, rather than make them feel stuck on a gerbil wheel of obligations.
If this feels like you, you may not realize that beyond conversations about your cash flow planning and portfolio allocation, your advisor should also help you focus on career fulfillment, family health, marriage satisfaction and personal life purpose planning. These are all aspects of your wealth, and if they are not optimized, then you and your advisor are both missing an opportunity."
PRODUCTS AND SERVICES
-Investment Services -Mutual Funds -Annuities -Life Insurance -Disability Insurance -Long-Term Care Insurance -Charitable Giving Strategies -Estate Conservation Strategies -Education Funding Strategies -IRA Consolidation/Rollovers -Medicare Supplement Coverage -Pension Payout Alternatives -Pension Transfer/Rollovers -401(k) & 403(b) Plan Development - Small Business Retirement Solutions
Area(s) of Focus
- Business Owners
- Insurance Strategies
- Investment Strategies
- Special Care