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Products & Services

Get on "The Retirement Express" and let our firm provide help in the following areas:

Your Firm  EGAFAS
The Asset Allocation Line: Investment Allocations
Reviewing your investments and designing a personalized portfolio appropriate to your needs
Continual monitoring of your investments
Regular meetings to review, evaluate your investment performance, update your financial objectives and if necessary, reallocate your portfolio
Semi-annual reports
Independent advice
Recommendations regarding allocations within your employer provided retirement plans such as 401(k)s, 403(b)s, Simple IRAs, and SEP IRAs
The Income Engineer: Retirement Income & Distribution Planning
Analysis of your income needs now and in the future
Continual development and implementation of recommendations to fund your income needs and help maintain a comfortable standard of living
Recommendations regarding distribution strategies for your employer retirement plans & IRAs
Review the possibilities of converting to a Roth IRA
The Financial Conductor: Estate Planning
Analysis of your current estate plan and concerns
Free consultation with your CPA / Attorney
Assistance in transferring assets to your Living Trust or other trusts
Providing guidance with the appropriate and necessary steps in the event of the death of a loved one
Review of beneficiary designations and asset titling
Analysis of potential estate tax liabilities
Analysis of the beneficiaries of your IRAs
Examine if you want to own and control the assets and when to make them available
The Education Coupler: Education Planning
Review your goals to determine how important it is to help your children or grandchildren with their education
Examine various funding strategies to help you decide what may be most beneficial
Investment alternatives: Evaluation of the pluses and minuses of each program
Examine if you want to own and control the assets and when to make them available
The Protection Track: Insurance Protection Planning
Thorough analysis of your life, disability, health, long-term care, property, and automobile insurance
Insurance alternatives: Evaluation of the pluses and minuses of each program
Review of your long-term care needs
Tax Reduction Planning
Comprehensive review of your tax return to highlight opportunities to help maximize tax reduction strategies
Review of your tax situation and planning to incorporate any new tax law changes
As appropriate, free consultation with your tax preparer
Recommendations of tax solutions including tax-advantaged investments
Staying up-to-date on and presenting new tax laws that can affect your situation
Client Services & Communications
Quarterly Newsletter to keep you updated on the most current planning options
Semi-annual or annual reviews
Special reports on how to help reduce your taxes and other important topics
Special Retirement Express Service Events (including education and appreciation events)

Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Investors should understand that working with an advisor that is a fiduciary does not guarantee that they will experience greater investment performance or reduced losses as compared to working with an advisor that is not acting as a fiduciary.


  • Fee-based, Asset Managed Accounts
  • Exchange Traded Funds (ETFs)
  • Mutual Funds
  • Annuities (Variable, Fixed)
  • Brokerage Accounts
  • IRAs (Traditional, Roth, SEP, Simple)
  • Section 529 College Saving Plans
  • Coverdell Education IRAs


  • Life Insurance
  • Disability Income
  • Long Term Care (LTC) - Traditional Stand Alone Policy, Hybrid Life/LTC, Annuity/LTC


Visit our Retirement Express page.

If you have questions, please email us at or call us at 219-736-6900 or toll-free 888-836-6900