Investments

Investments can play a key role in your financial security plan. We are committed to providing our clients with comprehensive financial planning and investment
management to help them reach their defined goals and objectives, utilizing a wealth management
framework which promotes economy, ongoing asset evaluation and stewardship of resources. We can use a wide range of investments to help our clients, but we are generally a fee-based advisory firm.

Our investment programs and services include:

Alternative Investments including REIT’s, 1031 Exchanges and Tenants in Common
Brokerage Accounts (Individual stocks and bonds)
Comprehensive Financial Planning
Fee-based Programs
Individual Retirement Accounts (Traditional & Roth IRA)
Life Insurance and Annuities
Long Term Care Insurance
Mutual funds
Qualified Retirement Plans (401(k) & 403(b)
Small Business Retirement Plans (SEP-IRA, SIMPLE-IRA)

Latest Blog Posts

Calm before the storm.....?

Submitted by Oram & Kaylor on May 15th, 2017

Trying to accurately predict the movement of the financial markets is akin to predicting the weather. No one really knows, and we have to wait to see what actually happens.

DOW 20,000, now what?

Submitted by Oram & Kaylor on January 30th, 2017

Traders wore grins and commemorative hats Wednesday as the Dow Jones industrial average broke the 20,000 mark for the first time. The milestone reflects a growing economy. The private sector added 15.6 million jobs over the last 81 months; the Fed has begun increasing interest rates; and average wages grew 2.9 percent in December.

Still Time for Certain Tax Moves

Submitted by Oram & Kaylor on January 16th, 2017

Even as you look at a fresh 2017 calendar, you may still be able to make one or two strategic tax moves for 2016. But they must be made by the national filing deadline, which falls on Tuesday, April 17, this year.

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Investments

Latest Blog Posts

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