1

Help keep you from panicking

It’s easy to be upbeat when the markets are rising, but it’s a different story when they’re on the downturn. We provide a voice of reason and help you make prudent decisions under stressful circumstances.

2

Educate you

A true financial professional – not just someone looking to sell you investments – strives to help you understand why you’re investing and why a particular investment may be right for you.

3

Help you determine “the big picture”

Investments should be made in light of the other parts of your financial lives. You might think it’s a great time to invest in the stock market, but it may be more prudent to buy additional insurance, pay off some high interest debts or start an emergency fund.

4

Develop an Estate Plan

Perhaps you already have a healthy portfolio, but no estate plan. That means when you die, a large portion of your well-earned portfolio could end up going to Uncle Sam in the form of estate taxes. We work with an attorney to help make sure your “financial house” is in order.

5

Select investments

There are thousands of mutual funds, stocks, bonds, real estate, annuities and other investment options from which to choose, and most people don’t have the time or expertise to sort through them. We simplify that process and help you select investments that are designed to fit your needs and objectives.