There's a bunch of options available to you as an investor. Go cheap and do it yourself online or hire a professional to guide you. What matters most to you? If you just want a place to buy stocks, then maybe an online account is all you need.

However, if you need more than just a place to buy a stock or two, then our investment and financial planning services may be what you are looking for.

Financial planning may conjure images of people sitting around a boardroom in suits discussing numbers and charts with mounds of paper in front of them, but what it means to us is working with families and business' one on one to help them achieve their goals, no suit required.

Here's a few of the things we can do for you:

  • Help you identify your goals, set expectations and create an executable plan
  • Make sure you're on track to retire when you want and if not, let you know what you need to do to get there
  • Perform a social security analysis to help determine when to take social security and how much you may receive
  • Help you structure your investments in a manner suitable to your goals and risk
  • Provide advice and oversight of your investments
  • Meet with you regularly to make sure you stay on track

There's definitely more we can help you with, browse our site and feel free to call us to get together.