We Offer Financial Planning In Each Of These Core Areas


  • How much money will I need to retire?
  • What is the best asset allocation strategy given market conditions?
  • What is the viability of Social Security?

Investment Planning

  • Investment policy statement
  • Risk tolerance analysis
  • Asset allocation

Budgeting And Savings

  • Set up a liquid emergency fund for contingencies
  • Analyze spending
  • Establish a savings plan

Wixon Lobby


  • Life Insurance - What will happen in the event of my death?
  • Disability Insurance - What will happen if I am unable to work?
  • Long-term Care Insurance - What if I require home health or nursing home care?

Tax Analysis / Planning

  • Am I paying too much income tax?
  • Are there insurance and investment products to reduce my overall tax burden?
  • Am I taking advantage of qualified plans?

Estate Tax Analysis / Planning

  • Durable Power of Attorney, Living Wills, Wills - How can I get my affairs in order?
  • Trusts - Can I avoid inheritance taxes?


  • 529 College Savings Plan
  • Coverdell Education Savings Account

Small Business Owners

  • Group Health, Pension and Profit Sharing Plans

Life Events

  • Marriage, Birth, Home Purchase/Sale, Job Change, Divorce, Retirement, Inheritance, Savings Goals