Our Services
Behind every individual, family and business is a unique story - a story filled with dreams, ambitions and celebrations of success. With access to advanced tools and full-service financial planning experts, our Financial Advisors provide tailored solutions for retirement, education, tax and estate planning, along with comprehensive strategies designed to help take you where you want to go.
Financial Planning
- Asset Allocation
- College Funding Strategies
- Insurance Needs Analysis
- Executive Benefit Planning
- Business Succession Planning
Estate & Tax Planning
- Estate Plan Reviews
- Wealth Transfers Techniques
- Charitable Giving Strategies
- Tax Return Review & Tax Strategies
Retirement Planning
- Savings Strategies
- Goal Setting
- Distribution Planning
- Social Security & Healthcare
- Cash Management
Investment Management
- Portfolio Management
- Advisory Solutions
- Brokerage Services
- Alternative Investments
- Technical Research Analysis
Risk & Liability Management
- Annuities
- Life & Long-term Care Insurance
- Lending Services
- Identity Theft Protection
Second Opinion Service
With all of the uncertainty in today's world, it never hurts to know more. We want to help you make informed decisions and have comfort knowing you're on the right path.
DISCOVER MOREEducational Services: For Organizations and Individuals
Employer Seminar Offering - Empower your Workforce:
Strengthen your culture of care, help your employees understand the steps they need to take today to be better off tomorrow. This class offers a holistic overview of how to optimize preparing for retirement.
Class Details:
- On-site instructor
- Class Length: Approximately 1 hour
- Topics Covered: Effects of Inflation, Retirement Planning Process, Common Roadblocks, and Retirement Income Sources
- Employees have the option of a one-on-one consultation with the instructor to review their current financial picture.
Retirement Planning Today:
Retirement Planning Today is a two-part curriculum covering the many aspects of financial planning in today’s
investing landscape. The course is designed to teach you how to build wealth and align your money with your values
to accomplish your goals. Whether you plan to retire in 20 years, or you just recently retired, the information you learn
can deliver rewards throughout your lifetime.
Upcoming Seminar Dates:
February 3rd & 5th at 6:00 p.m.- 8:30 p.m.
March 3rd & 5th at 6:00 p.m.- 8:30 p.m.
April 7th & 9th at 6:00 p.m.- 8:30 p.m.
May 5th & 7th at 6:00 p.m.- 8:30 p.m.
Registrations: CMU Tech Community Education Center
*For inquiries please call our office at (970) 263-1188 or fill out the form below and our team will reach out to you. Thank you.*