Services

When we offer you advice, know that it is given after long, intensive research is conducted, so that any and all investments that are made in your name feature the least amount of risk possible. It is our goal to ensure that your financial portfolio is able to grow, for you and for the future.

Here are a handful of the services we offer, which are further expanded upon on their own pages.

Financial Advice

The advice given by a Investment Advisory Representative is always in the best interest of the client. The advisor, their firm, and other parties are not taken into consideration in this advice, or the decisions that are made thereafter. It is our intention to always pursue your goals, so that when you are ready to retire, or plan a vacation, you are more secured.

Investment Tax Planning

It might seem like a no-brainer, but the first step towards investment tax planning is knowing, and understanding, your tax bracket. From there, there are any number of tools that we can teach you, plans that we are prepared to help you lay out, in accordance with your financial goals. Taxes can be daunting, or simply flat out annoying, but with a Investment Advisory Representative, you don’t have to confront them alone.

Retirement Planning

This is one of those topics that nobody likes to think about – life after work. It’s never too early to start preparing for your retirement. We can assist you in making these plans so that you, and your grandchildren, are prepared for the future. From how much money you should be taking out of your paychecks, to the types of investment options available to you that can help to grow your financial profile, we have your back.

Education Planning

When making financial plans, one of the first go-to items that clients have are for their children’s future. Specifically, their education. College has grown increasingly expensive with each passing year, and it isn’t always enough to simply set aside money for each child throughout eighteen years. We can help to grow, and protect, your children’s future.

Estate Planning

Just owning a house is one thing, but how can you make that house work for you. While one of the simplest ways to recoup money spent on a house is to spend it, that isn’t always a practical option. It isn’t even always the best option. But your estate is more than just your house – it includes all of your tangible, and at times intangible assets. Real property, vehicles, pieces of artwork, and valuable items are only a few pieces of the puzzle. Planning out your estate is a complex, oftentimes arduous task – let us help you with a few simple steps.

Insurance Planning

What kind of insurance do you have? What kind of insurance do you want? What kind of insurance do you need? This is something that can vary from person to person, and place to place. There are several topics that come up under insurance planning, such as how to maintain the family income in the event of a disability or death, identifying current and future risk exposure, how to evaluate the most cost-effective manner in which to insure oneself, how to plan for the possibility of needing long-term care, as well as preparing an ongoing review and assessment of risk in your overall plan.

Business Planning

One of the most secure manners in maintaining one’s financial profile and growing it simultaneous is through a business. Investment Advisory Representatives are capable of helping to guide your business towards growing its potential and maximizing its profit. There are numerous ways in which a business can aid in investments – several of them are long term.

Investment Planning

While it might seem like a rudimentary portion of investment, investment planning can be by far the most important facet. How do you make good, sound financial decisions? How do you understand the market, and its ability to benefit you? What are the risks involved in investing? These are only a few questions that we all have, when considering making our first investment. They’re all questions we can help to answer. Investment Advisory Representatives primary goal is to help grow your portfolio, with the least amount of risk possible.