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Please Note: We are a full service financial planning resource firm direct to consumers & business owners, and we don’t provide advice to other financial advisors.

We Provide Guidance Regarding:
- Mutual Funds
- ETF’s
- Non-Traded Alternative Investments
- Stocks & Bonds
- Real Estate Investment Trusts (REITs)
- Fixed, Fixed Indexed & Variable Annuities
- Life Insurance & Long Term Care protection
- Fee Based Managed Accounts (Third Party)
- A wide variety of Retirement Plans including: IRA’s, SEP-IRA’s, Roth IRA’s, Deferred
- Compensation, TSP, 401K plans and more.
Rollovers & Early Retirement Using 72(t) Distribution
Let’s cover some of the BASICS of 401(k) plans and other similar retirement plans, such as 403(b), TSP or 457 plans:
- Where are the best options to invest my money based on my goals and objectives?
- What is your preference…”Safe Money” options or “Risk Based” options?
- Who is going to continually educate, advise and keep me abreast of tax law changes, investment strategies, product enhancements, 401K and IRA investing options?
- Who offers the best ongoing service?
- Who is going to answer all these questions, as well as provide up to date information to you for YOUR best interest? (ANSWER: WE WILL- if you will allow us)
Not Ready To Start Your 72(t)?
We can also help and advise you on your other savings & investment plans (IRA or Non-IRA accounts) and help you prepare for when it is time to start your 72T, if appropriate.