Services We Provide

Our combination of licenses, registrations, and special education qualify us to work with all types of investments. Our process takes a comprehensive approach to planning that incorporates your insurance, legal, and accounting needs in addition to your investments. We offer our clients a variety of valuable services including:

  • Comprehensive Financial Planning
  • A Focus on Suitable Retirement Income Streams
  • Legacy, Estate, and Philanthropy Planning
  • Risk Management and Asset Protection
  • Long Term Care Planning
  • Social Security and Medicare Planning
  • Enhanced Portfolio Management
  • Frequent Communication and Education

“Unfortunately, the one question I hear most from people I meet with is: Will I run out of income during retirement? The good thing is, I can tell them I have the knowledge and tools that can help estimate their retirement income based on their current strategy.” – Annalee Leonard, Mainstay Financial Group

Get the guide: 5 Tips on Planning for Retirement