OUR MISSION, YOUR SUCCESS...

 

 

 

 

 

 

 

WE OFFER:

 
  • General Securities
  • Investment Advisory
  • Mutual Funds
  • Variable Annuities and Life Products
  • Fixed Annuities and Insurances
  • Long Term Care Insurance


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 OUR SERVICES:

 

 

 

 

  • Wealth Management
  • 401K Rollovers, Distribution 
  • Retirement, Tax, Estate Planning


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Investment Planning

We understand that an investment plan must be designed for the individual client. We, along with the client, review financial positions, perform a conscientious analysis of individual situations and design a comprehensive customized strategy to meet the client's investment goals.



Retirement Planning

We review a client's current retirement plan to expand the opportunity to maximize accumulations while minimizing taxation of distributions.



Estate Planning

We develop an estate plan focused on tax-saving objectives and ease of asset transfer.



Education Planning

We develop an educational planning strategy that works for the client



Insurance Planning

We conduct an analysis of current insurance coverage, as well as a capital needs analysis to determine the optimal level of insurance necessary.

 

 

 

 

 

 

     Contact:    Phyllis R. Mitchell          Andrea L. Hastings         Steven E. Sweigert