Services

Retirement Planning

  • Variable/Fixed Annuities
  • Personal Retirement Accounts
    • Roth IRA
    • Traditional IRA
    • Rollover IRA
  • Business Retirement Accounts
    • Simple & SEP IRAs
    • 401(k)

Education Planning

  • 529 Plans
  • Coverdale Education IRA's
  • UGMA/UTMA

Tax Planning

Insurance Planning

  • LTC (Long Term Care)
    • Who Needs It?
    • Types of Care
  • Disability
  • Life

Investment Management

  • Modern Portfolio Theory
  • Active Portfolio Management 

 Why might an independent R.I.A. be a good choice for an investor?

  • Independent RIA’s generally have affiliations with a variety of firms that assist with tax planning, estate planning, money management and more. These affiliations allow them to help their clients with complex financial needs.
  • They generally have affiliations that are free from the conflicts of interest you often see at retail brokers, independent broker dealers, or captive insurance agents.
  • The compensation of some independent registered investment advisors is directly related to growing the assets of their clients, which can benefit the advisor and client alike.

 

Securities Offered

  • TD Ameritrade
  • Trade PMR
  • Vanguard
  • Charles Schwab
  • Fidelity
  • Member FINRA/ SIPC

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