Guiding You To a New Point
in Your Financial Future

CONNECT

Address:

101 Eaton Street, Suite 100-B
Hampton, VA 23669

Phone:

757-383-8181

Fax/Other:

757-383-8188

Investments & Financial Planning

 

 

Do you know where everything is and what everything is worth?

Most advisors just want to "invest" your money.  But we want you to invest in what your money is doing and why.  We offer the technology to see everything you own, all in one place and consolidated into one clear picture of "you."  Know where things are, and keep track of it all.  Use any device, whether it's your iPhone or Samsung tablet, or your Mac or PC. 

 


Why would you need a plan?

Most folks think about money like dinner in a crock pot.  Just crank the dial for power level and let it slow cook at an even temperature.  But the heat in the investment market can intensify or cool off unexpectedly.  So you can't exactly just "set it and forget it."   We collaborate with you to view your wealth in "real time" and stress test how much temperature fluctuation in the market is comfortable for you. 


Diverse array of investment products offered:

  • Mutual Funds Exchange traded funds (ETFs)
  • Fee-Based Managed Accounts
  • Individual Securities: Stocks and Bonds
  • Annuities including Variable, Fixed and Indexed
  • Life Insurance including Term, Variable, and Universal

Financial planning services offered: 

  • Retirement strategies  -- Exploring the choices in tax diversification of assets and timing opportunities for distributions from your Traditional IRAs, Roth IRAs, Inherited IRAs, IRA Rollovers, and existing employer sponsored plans like 401k accounts, SIMPLE and SEP IRAs.
  • Tax management  -- Working with your income tax advisor as an integral member of your financial team to explore tax-advantaged investments, and tax-deferred strategies, such as 1031 and 1035  exchanges of existing assets.
  • Legacy Planning -- Exploring and integrating your wealth accumulation, wealth preservation, and wealth distribution objectives via estate plan design, structure, and strategic gifting to heirs or philanthropic organizations.

We also offer:

  • Educational Seminars -- office hosted small group events, family meetings, and evening "wisdom workshops"
  • Shared screen presentations --  web-enabled conference calls featuring our sophisticated client financial dashboard with goal, decision, and distribution scenario modules.

Click here for all the ways to contact us.

 

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck