Implementation
Upon completion of the plan review, we may provide specific product and/ or service recommendations to you to help you to implement your plan. A detailed, prioritized action item list may be developed to assist you in implementing your plan. Our goal is to ensure that you have seamless service to take action and do what your plan suggests you do so that you can increase the odds of achieving your goals and living the life you want to live, whatever stage of life you are in.
While we have a full breadth of services and products that we may recommend to our clients, we are a completely independent firm with no ties to any one investment company, money manager, insurance company, or service that may be appropriate for our clients.
Products offered to help you Implement your Plan may include:
- Investments
- Managed Investment Accounts
- 403(b)
- 457(b)
- IRAs (Traditional and Roth)
- Fixed and Variable Annuities
- Mutual Funds
- Employer-Sponsored Retirement Plans
- Insurances
- Life
- Disability
- Long-Term Care
- Group/ Voluntary Insurance Lines Available including Short-Term Disability, Medical/ Health, Medicare Supplements, and Dental
