Our Services
Keeping you on Course for a successful future.
INVESTMENT ADVISORY SERVICE
Receive a personalized analysis of your investor profile and asset allocation, including mutual funds, stocks, bonds, and more. We also provide tax-advantaged investing strategies to help reduce your tax liability and maximize your returns.
INSURANCE SERVICE
Our comprehensive insurance service covers a wide range of options, including life, disability, long-term care, health, and property & casualty insurance. We offer tailored solutions for personal and business needs, focusing on protection and financial security.
RETIREMENT PLANNING
Retirement needs projections and personalized accumulation and distribution strategies. We help you navigate various retirement accounts such as IRAs, 401(k)s, 403(b)s, SEPs, SIMPLE IRAs, and profit-sharing plans. Our service also includes Social Security benefits analysis and lump-sum distribution analysis to optimize your retirement income.
FINANCIAL PLANNING
Set and achieve your financial goals through personalized strategies and ongoing progress monitoring. We cover various aspects, including educational funding and college planning with 529 savings plans, as well as cash flow management and budgeting assistance.
ESTATE & GIFT TAX
Comprehensive review of estate documents to ensure they align with your wishes and current tax laws. We assist in determining cash needs at death to cover expenses and taxes, as well as assessing the income needs of surviving dependents. Our experts also help develop lifetime gifting programs to efficiently transfer wealth and potentially reduce estate tax liability.
IF YOU’RE IN NEED OF A TRUSTED ADVISOR, GET IN TOUCH WITH US TODAY.
Our Services
Keeping you on Course for a successful future.
INVESTMENT ADVISORY SERVICE
Receive a personalized analysis of your investor profile and asset allocation, including mutual funds, stocks, bonds, and more. We also provide tax-advantaged investing strategies to help reduce your tax liability and maximize your returns.
INSURANCE SERVICE
Our comprehensive insurance service covers a wide range of options, including life, disability, long-term care, health, and property & casualty insurance. We offer tailored solutions for personal and business needs, focusing on protection and financial security.
ESTATE & GIFT TAX
Comprehensive review of estate documents to ensure they align with your wishes and current tax laws. We assist in determining cash needs at death to cover expenses and taxes, as well as assessing the income needs of surviving dependents. Our experts also help develop lifetime gifting programs to efficiently transfer wealth and potentially reduce estate tax liability.
RETIREMENT PLANNING
Retirement needs projections and personalized accumulation and distribution strategies. We help you navigate various retirement accounts such as IRAs, 401(k)s, 403(b)s, SEPs, SIMPLE IRAs, and profit-sharing plans. Our service also includes Social Security benefits analysis and lump-sum distribution analysis to optimize your retirement income.
FINANCIAL PLANNING
Set and achieve your financial goals through personalized strategies and ongoing progress monitoring. We cover various aspects, including educational funding and college planning with 529 savings plans, as well as cash flow management and budgeting assistance.
IF YOU’RE IN NEED OF A TRUSTED ADVISOR, GET IN TOUCH WITH US TODAY.