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How We Work

As an independent advisory firm, we have the opportunity to offer our clients an array of investment options. It is our goal to build a personalized investment portfolio that fits your financial journey. Listed below are some popular options that many of our clients take interest in but a free one on one appointment with Barbara will show you a more in depth look at your portfolio creation.

Retirement Planning

Whether it’s a small business retirement plan, an individual retirement account including tax-deferred rollover retirement accounts, or a Roth retirement account that grows tax free.

    Legacy Planning

    Family, charity, scholarships, and creating a legacy that lives long after you are gone. What do you want to happen with what you leave behind?

    Income Planning

    Using various investment products personalized to your risk tolerance and time needed to accomplish your goals and grow your income in retirement.

      Financial Classes

      Ask us about the different classes we offer at your location.

      Investment Choices

      • Stocks
      • Bonds (taxable and tax free)
      • Mutual Funds
      • Annuities
      • Unit trusts
      • CDs
      • Life insurance
      • Long-term care insurance
      • Many, many more!

      Let's begin our journey and make some footprints.

      Get Started

      For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.   |  704-313-7295