Services

While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions.

Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. Terri can help you execute a sound financial program utilizing the following products and services:

Your Retirement

  • Traditional and Roth IRAs
  • SEP and Simple IRAs
  • 401(k)
  • 403(b)
  • 457
  • Solo(k)
  • Annuity Based Retirement Planning

Your Investing

  • Active Asset Management
  • Tax Advantaged Strategies
  • 529 Plan (College Savings Plan)
  • Equity Securities (Mutual Funds, Stocks, and Alternative Investments)
  • Managed Wealth Portfolios'
  • Exchange Traded Funds (ETF's)

Your Legacy

  • Life Insurance
  • Estate Planning
  • Disability Insurance
  • Business Continuation Planning (Buy-Sell, Key Person)
  • Charitable Giving
  • Long Term Care Insurance Plans (Including Partnership)