What We Do
Areas of Practice:
- Personal Financial Planning
- Plan through periodic saving to achieve financial goals.
- Retirement Planning
- Prepare clients for comfortable retirement in golden years through careful planning, constant contributions and periodic reviews to meet retirement targets.
- Wealth Accumulation Strategies & Estate Planning
- Assist clients in smooth transfers of assets to loved ones by potentially minimizing taxes and expenses and avoiding financial mistakes.
- INSURANCE
- Life (Term, Universal Life, & Indexed Universal Life).
- Disability income: income replacement and indemnity plans.
- Medical: Comprehensive major medical, medicare supplement, dental plans, & travel insurance.
- Property / Casualty: standard and nonstandard risks, personal and commercial
- Retirement Funding – Equity-indexed annuities, fixed annuities, retirement accounts (SEP, IRA, KEOGH, ROTH IRA), education plans (education IRA)
- REAL ESTATES – Sales of Commercial & Residential Properties, Business Buy-Sells, Leasing and Property Management. We specialize in small businesses such as grocery stores and restaurants, Realty and Business transactions.
- Securities and Registered Investment Advisory Services offered through Silver Oak Securities, Inc. Member FINRA/SIPC