Services & Products Available
Investments* - Determining your asset allocation needs. Helping you understand your risk tolerance. Recommending the appropriate investment vehicles to help you work towards and potentially exceed your goals.
Asset Management* - Individuals, Trust and Retirement Accounts
Stocks and Mutual Fund Investing* - for the small investor
Estate Planning** - Review of wills and trusts. Make recommendations to preserve your estate for your intended heirs by reducing exposure to estate taxes and probate costs. (Offered through outside services)
Will & Trust Planning and Trust Settlement Services** – For the client that desires to have a living trust and accompanying documents prepared, the document preparation is prepared by a licensed attorney in the state where the client lives. (Offered through outside services)
Financial Planning* - Personalized Financial Planning, Financial Consulting on an Hourly Basis (for those situations in which the full planning service is not appropriate)
Risk Management* - Reviewing existing insurance policies. Recommending policy changes when appropriate. Finding the best policy for your situation
Insurance products* - Disability, Life, Long Term Care, Medical
Retirement Planning* – IRAs, 401(k) plans, SIMPLE IRA for small employer, etc.
Education Planning* - Recommending investment and accumulation strategies to help you pay for your children’s education
Tax Preparation** – Tax preparation and electronic filing for individuals and small business. (Offered through outside services)
* Offered through Cetera Advisor Networks LLC
** Offered through Barbara J. O’Leary LLC