Products & Services

Others may follow. We L-E-A-D

We believe a team approach adds a broader perspective to all we do and provides increased benefits to our clients.  Furthermore, our trademarked "Lead4Life" planning process can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management

We also answer important questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s the best approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Learn

We learn your unique story through open conversation.

Examine

We examine your situation and provide a second opinion.

Align

We align resources and commit to working together.

Deploy

We deploy your plan and implement ongoing strategies.

Investments

  • Model Wealth Portfolios
  • Coverdell Education Savings Account
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Variable Annuity

Planning

  • Retirement Plans
  • Tax Planning
  • 401 (k) Planning
  • 403 (b) Planning
  • College Planning
  • Estate Planning
  • Money Purchasing Plans
  • Profit Sharing Plans

Insurance

  • Disability Income Insurance
  • Life Insurance
  • Long Term Care Insurance

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