Services & Products

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