Our Financial Services
Financial Planning
- Analysis and Creation of Realistic Financial Goals
- Budgeting and Cash Flow
- Debt Structuring and Reduction
- Retirement Savings
- Retirement Income
- Risk Management Analysis
- Investment Savings Analysis
- Estate Planning
- Education Savings
Financial Planning offered through Representatives of Lincoln Financial Securities.
Investment Management
- Creation of investment portfolios tailored to meet our client’s needs
- Use of investment products to meet specific needs not currently in a client’s investment portfolio
- Creation of income producing strategies to supplement retirement income
- Diversification and ongoing management of existing client investment portfolios
Investment Management offered through Representatives of Lincoln Financial Securities.
Risk Management
- Detailed analysis of the risks facing a family or a business
- Determination of whether risks can be minimized, transferred, managed, or accepted
- Planning to avoid or manage risks
- Risk transfer to insurance companies through insurance including life, health, disability income, and long term care