What types of securities does your firm provide advice for?
We provide advice for all types of securities, including mutual funds, stocks, bonds, bank deposits, and variable and fixed annuities. We also provide advice on mortgages, 401(k), 403(b) and other retirement programs, stock options, life and disability and long term care insurance, etc. If it has to do with money and finances, we can provide counseling, guidance and resources for you. We want our clients to know that they can call on us with any and all of their financial concerns. Clients are encouraged to contact us when they have a major life event, such as a new job, a baby, a marriage or divorce, or if they are planning to buy a new home or start their own business. We also encourage our clients to contact us with more common everyday questions, such as: "How should I invest within my 401(k) or 403(b) plan?" "How can I reduce my taxes?" "What advice can you offer on refinancing my home?" "When should we start our Social Security benefits? "