Services

Have you ever asked any of these questions:

- How much money do I need to retire?

- What is the minimum I can invest?

- Are my current investments appropriate for my goals and risk tolerance?

- If my spouse dies, will I be able to care for my family like I am today?

- I am divorced (or widowed) - now what?

- Which education savings plan is best for my family?

- Is long term care insurance right for me?

Financial Planning provides direction and discipline.  It is important to know where you are going, and how you are going to get there.

We are here to help you with:

Retirement Planning

 - 401(k) rollovers

 - Roth IRA's

 - 401(k) plans and Individual 401(k)'s

 - SEP, Simple IRA, 403(b), 457, etc.

Tax Reduction Strategies

Investment Management

Education Planning

 - Coverdell ESA

 - 529's, and more

Insurance Planning

 - Annuities

Long Term Care

 - Practical Advice & Information

Estate Planning

 - Leaving Money to children, grandchildren, and charities

Financial Plan (Comprehensive Financial Analysis)

 - examine assets, liabilities, income, taxes,

    investments, insurance and estate plan

How can Laurie help your life and business become more rewarding?  Find out.  Call today for a complimentary consultation.

          "If you always do what you've always done,

                      you'll always get what you've always got."

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