We offer a full range of investments & insurance. Since we are independent, we have access to a multitude of investment tools. We can design & manage mutual fund portfolios, individual stock, and individual bond portfolios. The Wealth Management process starts with finding out what your goals are. We also do a cash flow and asset analysis. From there we can start to make recommendations on what direction your investments (stocks, bonds, and mutual funds) should head. We will also look at your retirement plan (401K, 403B, Deferred Comp) and help make sure it is in harmony with the rest of your investments. Part of the Wealth Management service is making sure you have the appropriate amount of protection in place, should the unexpected happen. This could include protection pieces such as life insurance, long-term care insurance and disability insurance.