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Services

No matter what stage you are at in life, we at the Retirement & Investment Center are here to help you in making sound financial decisions.  The following services are areas we often assist our clients with:

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Retirement Planning

Retirement: the point in life where your hard work can pay the rest of the way forward and work no longer has to be a primary focus. It’s a dream that most people have, but in order for this dream to become a reality it takes more than hard work – it takes planning. 

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Rollovers/IRAs

Are you looking to begin saving for retirement or want to complement your current retirement plan?  Are you nearing retirement or have retired and wondering where you should put your 401(k) or 403(b)?  Many Individual Retirement Account (IRA) options are available for you!  We will discuss which option is best for your financial goals.

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Business Retirement Plan Services

Many business owners are looking for solutions to help assist their staff in planning for retirement. We have a variety of options and strategies available to work toward meeting your company’s needs.

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Financial Planning

In today's market, a Financial Advisor can provide you with keen insight to work toward reaching your unique goals. With an understanding of your situation, a custom and individualized plan can help work toward turning those goals into your reality. With our no-cost to you financial plan, we'll review specific aspects of your financial circumstances and build a strategy that fits your aspirations.

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Brokerage Services

Whether you are just starting out with an interest in market investments or you are a seasoned investor with a vast portfolio, we can assist with your brokerage needs. A brokerage account with LPL Financial, our broker/dealer, may be the right fit for you!

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Annuities, Insurance, & Long Term Care

When assessing your options for Annuities, Life Insurance and Long Term Care planning, there are strategies that should be considered to help work towards your financial goals. Many options are available and we can assist in navigating these to help complement your plan.

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Education Funding/Planning

The costs for college and higher education are climbing. For those families who would like to plan for the inevitable tuition bill, there are several options to consider. Whether you are saving for your children or grandchildren, deciding between 529 college savings plans, UTMA, or educational IRAs can be difficult. Working with a financial advisor will allow families to choose the best avenue for their individual needs.

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Estate Planning

Estate planning can be an integral part of your financial plan, once you begin thinking not only about your goals but also for future generations.  After you have planned your retirement and made sound investments, a Financial Advisor can assist you in planning how your assets will be managed after your passing.