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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