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Financial Coaching

Together, we collaborate to design a custom, personalized plan to navigate through the various stages of our clients' lives. Meetings may include family members, business partners, or other financial professionals to ensure that all pieces come together in the most effective manner. We work to implement and measure ongoing success, recommending various strategies and a broad array of financial instruments for  consideration.


We believe that the mitigation of risk should be the foundation of every sound financial plan. We work to perform a full policy and beneficiary review, as well as review the trusts that may own specified policies. We offer access to the following solutions:

  • Life Insurance
  • Disability Income Insurance
  • Fixed and Variable Annuities*
  • Business Income, Succession, and Estate Conservation Strategies

Investment* and Retirement Income Planning

We develop macro-economic strategies around our clients' attitudes toward risk, investment time horizon*, and their value systems to implement and build appropriately diversified portfolios. Our solutions include:

  • Managed Accounts**
  • Mutual Funds and ETFs**
  • Individual Stocks and Bonds**
  • 529 Plans*
  • Annuities
  • Alternative Investments and various REIT offerings**

Employee Benefits

  • 401(k)
  • 403 (b)
  • Profit Sharing Plans
  • Executive Deferred Compensation
  • SEP IRAs
  • Simple IRAs
  • Defined Benefit and Cash Balance Plans

**Offered by series 7 HTK investment advisory representatives only.