Services

Customized Service

Our firm can suit the needs any Senior, family, or business.

 

Some of our services include but are not limited to:  

  • Investment Services - Brokerage services offering mutual funds, stocks, options, and bonds offered through MidAmerica Financial Services Inc member FINRA & SIPC
  • Managed Portfolios - offered through Monticello Investment Services a registered Investment Advisory Firm
  • Estate Planning - Attorneys available for assistance with wills, trusts, and estate tax reduction
  • Retirement Planning- Utilizing a personalized approach to help build  and manage your financial portfolio based on your investment profile.
  • Portfolio diversification and Re-diversification - Diversification is a good thing, but can be bad if over done. We will take a detailed look at your portfolio to assess and create a personalized portfolio designed specifically for you.
  • Market Recovery Strategy - the recent market drop was an eye opening and humbling experience to us all, but we did not let it stop us. We have developed new strategies to create portfolios designed to help regain losses while attempting to mitigate risk.
  • Annuities - of all types fixed, index, variable and immediate annuities
  • Life Insurance/ Long Term Care - most Americans are under insured. We work with a variety of insurance companies to find a the right policy for you, at an affordable rate. Don't leave a burden on your family
  • Tax Services - quality income tax preparation at reasonable rates

The Financial world is ever changing, that is why we spend a great deal of time and effort in researching the world's current financial climate. Allowing us to develop  strategies designed to make your money work for you.