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Wealth Accumulation

Financial success only happens with the proper planning and discipline. Through each stage of your life it is important to evaluate your resources, priorities and goals. Then, we can work to develop the best strategy for you to meet those financial goals. Guiding our clients through life’s transitions, we will look to a diverse number of investments and accounts to build you a customized plan.

Together we’ll review:

  • Traditional, Roth and Rollover IRAs
  • Stocks, Bonds, Mutual Funds
  • Fixed, Indexed and Variable Annuities
  • Simple and SEP IRA or Self –employed 401K’s
  • Alternative investments such as REITS and BDCs
  • Advisory Accounts
  • Trusts
  • Estate Planning

During your session, Shari Hopkins will help you determine your goals, develop or evaluate your current plan, and offer advice.