Wealth Accumulation

Portfolio Building – With the right asset allocation, we can help develop an investment strategy that balances potential risk and return by diversifying your assets across several investment categories. We’ll take into account your risk tolerance and liquidity needs, as well as your short and long-term goals.*

 Retirement Planning – If you are planning for a secure retirement, we can help you evaluate all of your existing retirement plans: pensions, 401(k)s, IRAs, and annuities. We can also work with your tax professional to assess the tax consequences of your IRA rollover and assist in implementing your decisions.

 College Funding – Choosing the right savings and investment vehicles and maximizing the best plans available for financing an education is a crucial part of financial planning, especially as the cost of education continues to rise. We can assist you in choosing UGMAs, UTMAs, 529 plans, and other strategies that will help to fund your child’s education.

* Diversification does not guarantee a profit or protect against loss. It is a method used to help manage investment risk.

For more information, contact:

Katie Nicoll
Executive Assistant to Ross G. Winfield, LUTCF
(757) 340-9777 ext. 319