FAQ

A: It is our objective to provide comfort and peace of mind regarding your desire to be  on the "right track" both planning for and during retirement. Tangible benefits include investment diversification through a wide variety of stock and bond type investments watching return on investments which match your needs and risk tolerance. Other   benefits include potential savings of  income and estate taxes.

A: Anyone who has financial, tax, investment, or estate questions, or who wishes to plan prudently for his or her financial future.

A: We have regular communications with clients and meet on an "as needed or requested" basis. A comprehensive review and update of all financial planning issues typically happens twice per year but no less often than once per year. Clients know that they can call at any time on any issue to get immediate attention to their request.

A: Certificates of deposit, preferred stocks, convertible securities, municipal bonds, both open and closed-ended mutual funds, U.S. government securities, corporate bonds, stock options, variable annuities and their sub-accounts, and retirement account options. We provide review on selective individual stock holdings.

A: We do not guarantee investment performance, nor can any other advisor who recommends investments which include an element of risk.

A: We keep all client information strictly confidential. We have a written privacy  statement outlining our commitment to confidentiality.

A: Call us to set up a free, one-hour consultation and we’ll show you a sample comprehensive plan and answer all your questions.