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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

<b>Retirement Planning</b>

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

<b>Legacy Planning</b>

    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

    <b>Income Planning</b>

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

      Financial Classes

<b>Financial Classes</b>

      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