28163 US Highway 19 North
As a Registered Investment Advisory firm, we assist you in making decisions based on only your needs. We have a fiduciary obligation to act in your best interests and do not sell commission-based products.
We construct personalized portfolios with your needs and goals in mind. Using Charles Schwab as our custodian, we have an “open platform” and therefore, have no obligation to any family of funds. This allows us to construct portfolios geared to exactly what you need by utilizing any type of security whether it be individual stocks, mutual funds or exchange traded fund (ETF) with any family of funds (Vanguard, Fidelity, T. Rowe Price, PIMCO, etc.)
Most clients have an idea of where they want to be, they just need a little guidance on how to get there. Retirement planning, using Money Guide Elite, gives you just that. A path that changes as your life changes allowing us to make updates when needed while giving you feedback any time you need it.
For over 30 years, we have utilized our sister company Tax and Trust Management Services, LLC for income tax preparation. With our significant tax experience, we can offer guidance on everything from the best way to make retirement contributions to developing a plan for when it comes time to begin taking withdrawals from your retirement plan(s)…and everything in between. For more information, please visit taxandtrusthelp.com
Annuities and Insurance can play a role in your retirement. Being a Registered Investment Advisor, we can provide you products without commissions avoiding the typical surrender periods and penalties you may be accustomed to.
Many clients we meet with have some type of legacy planning in place. Having previously worked with estate planning attorneys for over 22 years gives us experience to work with your existing plan and reviewing what you have in place to ensure things are set up to align with your wishes.
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