A Roth IRA is simply the registration you would use to put money into a retirement account for yourself. Roth investments are after tax dollars. This means that you have already paid the taxes on the dollars you invest. In the Roth registration the money grows tax-free and eventually will come out, as long as you follow the rules, tax-free.
We are dedicated to providing investment management and strategic wealth planning that is right for you. Simply put, we strive to be our client’s trusted advisor.
Mutual Funds
Mutual Funds, Educational IRA, Brokerage Accounts, Government Securities, REITS, Retirement Accounts, Fixed Annuities, Roth IRA, SEP IRA, Simple IRA, Traditional IRA, Variable Annuities, Common Stock, Bonds
We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.
Retirement Planning
Investments can play a key role in your financial security plan. For individuals, a mix of registered and non-registered savings, income and pension plans can help achieve short- and long-term goals. For employee groups, we can offer advice on registered and non-registered savings and pension plans.
Annuities
Some employees may have access to employer-sponsored SEP-IRA accounts. These are similar to traditional IRAs, and may sometimes use Annuities as a retirement savings vehicle.
Long Term Care
In addition to managing your investments and helping you preserve wealth, we can also help you evaluate your essential insurance needs in the areas of life, disability, long-term care, and business protection. We can discuss contingency plans and targeted savings strategies to help ensure that you and your loved ones are cared for and your legacy is protected.