Services

How We Work

Our firm specializes 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.

Financial Planning Strategies

A financial roadmap can help you chart a course between where you are today and where you want to be tomorrow. We can assist with:

Retirement Planning
Income Planning
College Planning
Estate Planning
Cash Flow Analysis
Tax Planning

Wealth Management

We strive to develop a portfolio that produces an appropriate diversification based on your individual goals and risk tolerance. We can assist with:

Bonds
Stocks
Exchange Traded Funds (ETFs)
Mutual Funds
Government Securities
Brokerage Accounts
Alternative Investments
Variable Annuities

Insurance

Do you have the right insurance to help protect your assets? We can help you address your insurance needs and assess appropriate options, including:

Life Insurance
Long-Term Care Insurance
Disability Insurance

We believe in taking care of our clients first and foremost. We are honored to have built a firm based on referrals because our clients appreciate the service we provide enough to recommend us to their loved ones and we hope to extend these trustworthy relationships to our new clients, as well. Contact us today to get started.

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.

craig.zaleck@lpl.com | 201-639-7640