Services Offered

 We are here to help you pursue your goals. 

Jeff, Bill, Jaime and our assistants are dedicated to providing excellent customer service.  We work to develop strong relationships with our clients so that we can understand their goals and dreams.  We then work with our clients to develop a plan to help them pursue their goals. This includes:

  • Financial planning
  • Planning for retirement
  • Developing an asset allocation strategy
  • Establishing college savings plans
  • Life Insurance
  • Long term care insurance
  • Providing estate planning information to clients to help them work through their estate planning issues with their attorney

We use a wide range of products and services to help clients implement their plans.  Meeting periodically with clients, we track progress and make adjustments to the plan as needed.  We strive to become our client's trusted advisor.

To execute a comprehensive financial plan, we utilize the following products and services:

  • Personal retirement plans including Tradition IRAs and Roth IRAs
  • Business retirement plans including 401(k)s (pre-tax and Roth style), 403(b)s, SEP IRAs and SIMPLE IRAs
  • Education Savings Plan
  • Retirement Strategies
  • Tax-Advantaged Investing
  • Mutual funds
  • Life insurance
  • Annuities
  • Long Term Care Insurance

Insurance products offered through insurance companies with which Waddell & Reed has sales arrangements.              04/17