The Focus of Investment
My main investment focus is composed of two parts:
1.
Investment Management
The management of stocks, bonds, mutual funds, cash and other assets is designed to meet your specified investment goals.
2.
Estate Planning
Asset protection is the main reason for placing your assets in a trust, and there are many different kinds.
Both parts implement the four essential investment principles which serve to build a strong, long-lasting portfolio.
Four Essential Investment Principles
Increase the value of assets
Protect what has accumulated
Position income to last beyond retirement
Prepare assets for smooth transfer to heirs
Depending upon your financial situation, it may be wise to establish a Medicaid-qualifying trust and I can direct you to the best road to take.
Services
Retirement and Fixed-Income Planning
IRA and 401k Rollovers and Transfers
Traditional and Roth IRAs
Corporate Retirement Plans SIMPLE, SEP, IRA
Life Insurance
College Funding
Vehicles
Stock
Mutual Funds
Annuities (Fixed, Variable and Immediate)
Life Insurance
Ready to Get Started?
Contact me today to get your investments on track.