Services

To help people work towards their goals, we create comprehensive, written financial plans, including estate planning where necessary. Developing a plan, implementing it, reviewing and updating annually, can help you define your financial possibilities and pursue your goals.

Financial Planning

  • Fee Based (Hourly And Retainer Fees Offered)

  • Asset Based

Estate Planning

    Investment Strategies

    • Current Investment Analysis

    • Mutual Funds

    • Brokerage Services

      • Stocks

      • Bonds

    • Managed Accounts

      • Mutual Fund Wraps

      • Retail

      • Institutional

    • Separate Accounts

    • Annuities

      • Variable

      • Fixed

      • Equity Indexed

      • Immediate

    • Alternative Investments

      • REITs

      • BDC's

    Pension Planning

    • Survivor Options

    • Lump Sum Distributions

    Retirement Accounts

    • IRA's

      • ROTH

      • Traditional IRA

    • Qualified Retirement Plans

      • Individual 401(k)

      • Simple IRA

      • SEP IRA

      • Corporate 401(k)

    Educational Funding Plans

    • Section 529 Plans

    Insurance Products

    • Life Insurance

      • Term Life

      • Universal Life

      • Variable Universal Life

      • Indexed Universal Life

    • Disability Income Protection

      • Individual

      • Group

      • Business Overhead

      • Disability Buy-Out

    • Long Term Care

    • Corporate Group Benefit Plans

    Financial planning offered through LPL Financial – A Registered Investment Advisor

        Planning Process
    To help you plan effectively we must first look at your present situation. We want to make sure that you: have adequate protection and liquidity; accumulate wealth as dictated by your goals; manage income taxes; plan for retirement; and preserve your wealth.

    To do this, we take you through a 6-step process.

    Read More: Planning Process

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    About Us

    You can be sure you are working with someone who has passed a stringent vetting process.

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    Services

    We use a variety of insurance
    and investment vehicles to
    help you implement your
    planning strategies.

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    In The News

    Karen Lee is a frequent guest
    on CNN Newsroom and her 
    articles have appeared in
    many publications.

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