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Services Practical Financial Advice You Can
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Wayne and Scott then evaluate investments that best fit the needs of their clients.  They do this through in-depth research and analysis of information from many sources.  Once an investment profile you feel comfortable with has been created, Wayne and Scott will monitor your account on an ongoing basis.  You will receive periodic statements and will be notified of any activity in your account.  They will keep your investment goals in mind and monitor your asset mix, making recommendations for change when appropriate.

Retirement Planning

Retirement Planning

  • Retirement modeling and projections
  • comprehensive financial planning
  • Social Security planning
  • PTC - LPL Financial - https://theprivatetrustcompany.com 
Business

Business

  • Pension plan asset management
  • Employee benefits coordination
  • Buy-sell services and other owner issues
Insurance

Insurance

  • Screening and selection of Life, Disability, and Long-Term Health Care
  • Insurance needs modeling and projections
  • Medicare
Investing

Investing

  • Advisory fee-based money management
  • Investment review
  • Asset allocation models

Are You Ready? Take The First Step

If you believe you could benefit from working with a financial professional, let’s review your portfolio, financial trajectory, and goals to see if you’re a good match for our practice.

Start Building Your Plan