My team and I listen and help you define your goals, set up a plan to reach them, adjusting when needed and keep you informed of your progress. In short, we will take you by the hand, create a customized plan for you and walk with you toward your goals. We use the following tools on the journey: Risk Assessment Asset Allocation & Asset Protection Strategies Financial Analysis & Portfolio Review Strategic Planning Wealth Preservation Strategies Estate, Legacy & Value Transfer Strategies 401K Options Roth & Traditional IRA Options Many other financial tools from banking products to mutual funds, annuities, stocks & bonds 