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As Investment Adviser Representatives, we can also provide financial planning services designed to offer the necessary financial guidance that seniors may need as they grow older.

Our guidance is based upon a thorough understanding of each client's finances, risk tolerance, and overall financial objectives. Our comprehensive point of view is particularly valuable to elderly clients who have so many critical financial issues to coordinate.

Among the Services we provide:

  • Determining whether investments are meeting the client's current investment objectives and making alternative recommendations where appropriate
  • Coordinating assets to help ensure sufficient income to last an extended lifetime through numerous wealth accumulation and conservation strategies
  • Working with your attorney, accountant, and other professionals to coordinate an effective long-term plan and implementing those strategies
  • Providing information about Estate Planning programs and strategies