Services

How We Work

We specialize in helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.

We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being.

Investments

There is a wide range of investments and account types we utilize to achieve your unique goals while mitigating risk through diversification.

Typical investments include:

Common Stock
Preferred Stock
Exchange Traded Funds
Mutual Funds
Variable Annuities
Alternative Investments

Accounts

Typical investment accounts include:

Brokerage Accounts -
Individual, Joint, Transfer of Death
Traditional IRA
Roth IRA
SEP IRA
Simple IRA
Educational IRA/529 Plans
UTMA - Minor Accounts

Financial Planning

No two financial plans are alike. Each client has a unique set of circumstances, opportunities, challenges and objectives. From tax planning to retirement planning to estate planning and every milestone along the way, we endeavor to understand your unique financial situation and develop a plan tailored to your specific set of goals.

Insurance

Disability Income Insurance
Life Insurance
Long-Term-Care Insurance

_{Diversification is an investment strategy that can help manage risk within a portfolio, but it does not guarantee profits or protect against loss in declining markets.}

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

info@contactewm.com | (480) 716-3452