535 Lloyd Avenue
Our process starts with you - where you are today and where you want to be. We want to understand what is important to you. You may have clearly defined goals in your mind or, you may not have seriously considered some aspects about your future and that's ok! We will walk you through many aspects of your financial life to understand the plans you have already made and where we can add value. We will present you with solutions and recommendations and then help you implement them.
We are prepared to work with you for the long-term and we expect things to change as you move through life. Marriage, children, grandchildren, illness, job loss, and home purchases are just a few of life's potential "game-changers" that could necessitate a change in your financial plans! We will be here every step of the way.
Whether you are saving for retirement, college education expenses, or even a rainy day, we can help you can accomplish your short- and long-term objectives with an investment portfolio. We tailor the investments for each goal and your appetite for risk in the markets.
What's My Risk Tolerance?
Whether you are 5 years away from retirement or 35, we'll help guide you through the steps necessary to secure enough assets for your optimal post-employment lifestyle. After evaluating your current financial situation, we will identify any adjustments that need to be made along the way.
Insurance helps cover us for life's unexpected moments that can have a major financial impact. This could be the death of a family member, an illness or injury that keeps you from earn a living, paying for care in a facility outside of the home, or repairing damage to your property. We never want you to live in fear of the unknown; we want you to have financial protection in case of one of these events, so you can focus on your family without the added stress of financial burden.
Some of the areas we can help include:
You have put a lot of effort into building your nest egg. With proper planning you can pass this along to another generation or to causes that fulfill your values.
We know that not every goal you have fits in a box. We are here to help you plan for whatever requires money and planning in your future! Getting out of debt, starting a business, buying a home? Having us in the loop will help bring you success!
The IRS estimates that more than one billion dollars is overpaid in taxes each year. How much of the over-payment is yours? Wouldn’t you rather see those funds in your bank account or put aside for growth towards one of your goals? We can help identify tax-saving approaches that apply to your situation.
21:5 Tax Services