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Services

Who We Help

Life happens.  Time is fleeting. 

While our own circumstances have led us to specialize with physicians, business owners, and healthcare professionals ... we get excited when anyone is committed to making a meaningful impact in their finances, and also understands the value of a capable coach. 

At first, clients may be somewhat fearful about issues they don't fully know or understand.  We enjoy teaching using modern day parables and watching fears fade away to be replaced with relief, excitement, and a passion for what lies ahead.

How We Help

Coaching.  

What are you passionate about?  Piano?  Tennis?  Your career?  Family?
If you have a passion for something, chances are you know the value of having a coach. They observe what you're currently doing, and then show how you can make improvements.  It is truly amazing how an objective eye and small tweaks can make a huge impact on our performance in any area.

This is how we approach each client.  We're all at varying stages of our development, and sometimes a major change is needed, but often it's just a minor change or two that keeps us from our potential.  And, we need accountability to systematically and deliberately practice the right things.  Otherwise we quickly revert to old habits.

Coaching makes a huge difference.  Better Finances.  Better Family.

Investments

Bonds

Stocks

Mutual Funds

Exchange Traded Funds

Traditional & Roth IRAs

SEP & SIMPLE IRAs

Brokerage Accounts

Savings & CDs

Government Securities

Annuities - Fixed/Variable

Treasury Bills & Notes

Private Equity

Hedge Funds

Real Estate 


Financial Planning

403(b) Planning & Management

401(k) Planning & Management

Income Plans

Investment Plans

Education Plans

Retirement Plans

Social Security

Tax Plans

Estate Plans



Risk Management

Disability Income Analysis

Life Insurance Audit

Long-Term-Care Needs

Insurance Company Reviews

Policy Research

Policy Acquisition

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