Why use a Financial Advisor?
Many people find the task of selecting an investment portfolio too daunting to undertake on their own. They realize they don't have the experience, time, training, or patience to make informed investment decisions alone. That's where the value of a financial advisor can be very beneficial. Here are some of the investment services provided from a financial advisor:
- Professionally managed asset accounts
- Mutual funds / Exchange traded funds
- Stocks and bonds
- Fixed and variable annuities
- Life insurance
- Tax-advantaged investments
- Long-term care insurance
- Disability insurance
- Retirement plans
- Money market funds
Helpful Information

Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.
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Understanding the Basics of Medigap Policies
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
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Capital Gains Tax When Selling Your Home
If your clients are buying or selling a home, use this to help them determine if they qualify for capital gains taxes.
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