Broker Check

Individual Investors

Whether you are just starting to accumulate wealth or are currently retired, you may have concerns regarding your financial future. Can you afford to send your child to college? Will you be able to maintain your lifestyle in retirement? We can help answer your questions and guide you through the many financial milestones of life.

By working closely with you and serving as a long-term partner, we strive to offer clarity regarding your financial situation so you can understand how to pursue your goals. And as we know that your business, personal, and insurance needs affect one another, we emphasize coordinating all elements of your financial picture into a cohesive plan for your retirement.

In developing an investment portfolio and financial strategy tailored to your needs, we can address questions you may have, such as:

  • How do I determine my risk tolerance?
  • Are my investments working hard enough?
  • Is my portfolio diversified?
  • What types of investments are available to me?
  • How will investing affect my taxes?
  • How often should my portfolio be reviewed and updated?
  • Can I afford to send my child or grandchild to college?
  • Do I have enough life insurance for my family?