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PLANNING

ABOUT

Our Wealth Management Advisors will help devise a short- or long-term personalized strategy for acquiring and disposing of your investment holdings.
We will work with you to select diversified strategic investments with a targeted level of risk to grow your portfolio.

RETIREMENT

Retiring shouldn’t be scary. It should be something you look forward to. It should also be something you’ve planned for. Our advisors will work with you to set your income goals and actions necessary to retire on your terms.

Investment

Our experts craft a personalized investment strategy to prioritize your short and long-term goals and advise you on risk and build your portfolio.

Income

You work hard for yourself and your family. Let our team of TLC advisors create a sound plan for your budgeting, insurance costs, taxes and saving for your future.

financial

We all have a destination to get to financially. Let our experts make the roadmap to take you from your present financial spot to your financial future.

529 PLANS-COLLEGE PLANNING

Retiring shouldn’t be scary. It should be something you look forward to. It should also be something you’ve planned for. Our advisors will work with you to set your income goals and actions necessary to retire on your terms.

ESTATE

An estate is comprised of everything you own, including your car, home, land, investments, life insurance, etc. Too often, individuals put off estate planning because they think they aren’t wealthy enough, aren’t old enough, or are too busy to care. Then, when something happens, their family is left scrambling to pick up the pieces. We can help create a plan for not “if”, but “when” that time comes.

IRA Legacy

IRA’s are most commonly the largest types of assets beneficiaries inherit. For those that don’t anticipate using the money saved in an IRA for retirement, you may consider an IRA Legacy Plan. Our advisors can structure an IRA Legacy plan that yields substantially more money paid out over your beneficiary’s lifetime with tax-deferred growth.

social security

Social Security has become a crucial financial consideration for most Americans. Over 50 percent of married couples and 71 percent of unmarried persons receive more than half of their income from Social Security. Let our team of experts counsel you, helping develop a plan to get the most out of this program without becoming solely reliant on it.

Legacy

We know you want to leave a legacy behind once you pass, one that protects your assets and provides for the people you love most. We can work with you to use all of the tools at our disposal to accomplish your goals and preserve your legacy. From creating a charitable foundation to fund in your name, to creating a trust to help your grandchildren pay for college, we can help construct a plan to help you achieve any objective.