Business Description

Our goal is to provide clients with a personalized financial plan which will potentially accomplish:
* Increased asset value while maintaining reduced risks
* Reduction of personal income, business, or estate tax
* Sufficient income for your retirement years

We pride ourselves in developing personalized financial plans that are designed specifically for the individual's goals and objectives. We work with individuals, families, and corporations providing them expert advice on:
* Asset allocation and investment management
* Income tax reduction planning
* Lump sum distribution investment advise
* Planning for retirement or education funding
* Estate tax planning to avoid costly probate and estate tax

We offer fee based (Passive, Active, or Tactical) asset management of taxed, tax deferred, and tax advantaged mutual fund portfolios, including 401k or 403b retirement plans.

General Information

Gender:

Male

CRD#:

1997321

Years of Experience in Financial Services:

Education

Academic Background

Bachelor of Science Degree - Indiana University (1974)

Services

Investment Types:

Stocks Mutual Funds, Bond Mutual Funds, International Investments, Real Estate, Annuities, Alternative Investments

Qualifications & Memberships

Certifications, Accreditations & Designations:

Series 65, Registered Investment Advisor (RIA) (State or SEC) or RIA representative, Series 63, Insurance License (Life & Health; Long Term Care; Specify below), Series 6, RFC

Firm Information

Number of Advisors in Office:

Up to 10 employees

Assets Managed by Firm:

Yes

Compensation & Fees

Fee % Based on Assets:

.5 to 2%

Hourly Rate:

250

Additional Details on Charges:

Initial consultation is FREE to help determine the client's needs and how we can help them and for the client to judge our competence and philosophy.

Prepared By:

Earl Seibert Jr.

Most Recent Update:

04/16/2008