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Our Services

Our firm is dedicated to helping you thrive now and throughout retirement. We develop plans based on your priorities—we listen to what you truly desire in your life. Our sincere commitment to your success drives our efforts.

In preparing for retirement, many clients worry about outliving their money and look for ways to preserve their capital and mitigate taxes. Others are concerned about providing an inheritance for their children. As an independent firm, we have the ability to choose from a vast range of options in creating financial plans. This allows us the freedom to tailor every portfolio to the exact needs of clients.

We customize our service to you on every level. When we begin working together, we suggest quarterly meetings. Later, we recommend bi-annual or annual reviews, but we are always available to meet more frequently to fine-tune our strategies. We understand how closely intertwined finances are with other aspects of life, so we offer all of our resources for your success. We are here to keep you focused on your priorities, to clarify, to educate and—when necessary—to reassess. We are here for you through the ups and downs of your journey.

Investments

Bonds
Common Stock
Educational IRA
Traditional IRA
Roth IRA
SEP IRA
Simple IRA
Brokerage Accounts
Treasury Bills
Government Securities
Treasury Notes
Variable Annuity

Financial Planning

Retirement Plans
Tax Plans
401(k) Planning
403(b) Planning
College Plans
Estate Plans
Money Purchasing Plans
Profit Sharing Plans

Insurance

Disability Income Insurance
Life Insurance
Long-Term-Care Insurance

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.

mjtval13@gmail.com  |  (619) 244-3502