FINANCIAL PLANNING SERVICES • INVESTMENT SERVICES • OTHER SERVICES

FINANCIAL PLANNING SERVICES

We believe everyone needs a plan for their finances, but what that plan looks like depends on your goals and financial situation. In order to better service your needs, we take a holistic approach to planning by focusing on everything that can impact your financial goals. This ensures we are offering the best advice we can to each client.

Insurance Planning

  • Comprehensive reviews to evaluate existing policies: life, disability, long-term care insurance & annuities
  • Professional consulting for new policy design and brokerage services for new policy placement
  • Protecting the ones we love

Education Planning

  • Creating and managing 529 college savings plans and other education saving vehicles
  • Providing investment advice on 529 accounts
  • Managing cash amounts in the plan to ensure tuition payments are paid

INVESTMENT SERVICES

Preserve and Grow Your Wealth

  • Individualized Asset Management and Portfolio Monitoring
  • Risk Management Strategies
  • Individual and Corporate Retirement Plan

Investment Options

  • 401K, 403B, and IRA Rollovers
  • Davenport Asset Management — Nine stock and mutual fund strategies
  • Trading in Individual Stocks & Bonds
  • Mutual Funds & Unit Investment Trusts
  • Exchange Traded & Closed-End Funds
  • Fixed and Variable Annuities
  • Certificates of Deposits, Money Market & Cash Management Services

OTHER SERVICES

Estate Settlements

  • Providing a settlement checklist for Executors and Trustees
  • Locating and accounting for assets including re-registering paper stock & bond certificates
  • Determining cost basis and date of death account valuations
  • Assisting with/in obtaining and completing the paperwork required by most institutions
  • Working with insurance companies to facilitate payments of life insurance and annuity death benefits
  • Distributing assets to heirs and beneficiaries

Wealth Transfer

  • Assisting with annual charitable gifting and philanthropic planned giving strategies
  • Facilitating asset transfers to family members and loved ones
  • Consulting, selecting and ongoing partnering with Trust Administrators

Business Owners

  • Consulting to implement or improve company-sponsored retirement plans
  • Identifying insurance solutions for Key-Person(s), Buy/Sell Agreements, Professional Disability
  • Implementing group plans for life, disability and long-term care coverage
  • Retirement plans including: 401Ks, SIMPLE IRAs, SEP IRAs

Trusts, 501(c)(3) Non-Profit, Endowments & Foundations

  • Risk management consulting for Investment Policy Statements and fiduciary oversight
  • Monitoring and reporting for Professional Asset Management