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Services

We provide an easy-to-understand and ethical approach for solving the investing and financial planning challenges of today's marketplace. We act on the family principles - honesty, loyalty, and stewardship - on which our firm was founded and with the goal to provide the highest quality information, service, and products to our clients. Our services include:

Financial Planning

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
  • Investment and Portfolio Management
  • Income Planning
  • Education Funding
  • Estate Planning

Wealth Management

We strive to develop a portfolio that produces an appropriate diversification based on your individual goals and risk tolerance. Your portfolio may include:

  • Mutual Funds
  • Exchange Traded Funds (ETFs)
  • Indexed Funds
  • Stocks
  • Bonds
  • Variable and Fixed Annuities
  • Government Securities
  • Brokerage Accounts
  • Fee-Based Accounts

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 are also blessed to have Elizabeth Day CPA, Robert's wife, with us and as an Operations Manager as she can assist Rob with tax planning concerns if necessary.  We believe we serve our clients better, quicker, and more efficiently than our competitors. Contact us today to learn more.