Investor Access

 

 

Trusted advisors, helping our clients invest, preserve and distribute wealth since 1973.

You work hard for your money.  We work hard for you.

Our Investment Process places you in the center and is never-ending.

Here are a few of the many ways we can help you achieve a greater sense of financial independence.

Planning for and through Retirement

• Transferring and consolidating 401K, 403b and other retirement savings plans from former employers.
• Consolidating retirement accounts and coordinating investments designed to provide a needed income stream.
• Asking key questions so we can appropriately plan for the many risks to retirement plans such as, inflation rates, determining whether enough is being saved and what withdrawal rates will sustain a lifestyle for the expected lifespan.
• Factoring the impact of pension plans, Social Security and Medicare to a retirement plan.

Helping to Preserve Wealth

• Developing core and satellite asset allocations, selecting investments with the appropriate consideration for balancing risk and growth opportunities.
• Utilizing insurance strategies to help reduce downside risks.
• Considering tax implications in our investment process*.

Providing Family Wealth Management Solutions

• Guiding through significant life events such as marital status changes, the birth of children or receipt of inheritance.
• Sale of a business.

Building your Legacy

• Sufficiently preparing for a child's upcoming college costs through the use of vehicles such as 529 Plans.
• Helping you establish beneficiaries so that, in the event of death, your money goes where you want it to.
• Utilizing estate planning, trust and charitable giving strategies to fulfill your desired transfer of assets to the next generation.

*Please note, changes in tax laws or regulations may occur at any time and could substantially impact your situation. You should discuss any tax matters with the appropriate professional.

Eric Hilliard CFP® Branch Manager Contact Us