Our Services
As a full-service financial consultant, we feature a wide range of investment opportunities to address your needs. With your customized financial strategy, we can help you determine where you are financially, analyze your needs and goals, and create a practical strategy to help you pursue those goals.
– Gene Songy
Financial Plans
Estate Plans
Retirement Plans
College Education Savings Plans
Portfolio Reviews
Traditional & Roth IRA’s
Rollover IRA’s
401k & Retirement Plan Distribution Planning
Employee Retirement Accounts
Business Owner Planning
Fixed & Variable Annuities
Life Insurance
Financial Plans
Estate Plans
Retirement Plans
Fixed & Variable Annuities
Portfolio Reviews
Traditional & Roth IRA’s
Rollover IRA’s
Life Insurance
Business Owner Planning
401k & Retirement Plan Distribution Planning
College Education Savings Plans
Employee Retirement Accounts
How We Work
- Initial Meeting: Our first meeting will tell me a lot about your goals and what you want to accomplish. I will use this opportunity to get to know you and your family. We will go over your finances and talk about potential products that will help you pursue those goals.
- Preparation: After getting to know you and understanding your needs and long-term goals, I will create a plan that will be presented to you at our second meeting. From there, we can discuss different options and let you choose which you are most comfortable with from a risk standpoint.
- Implementation: We will get your accounts opened and get to work for you immediately. We will meet with you at least once per year, and anytime you wish in between. The focus will always be to keep you on track and adjust as your life changes.
Our clients’ interests come first. By serving them well, we will also succeed.
