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Andy Driggers

Our Services

Providing an Array of Financial Analysis, Alternatives and Solutions

INVESTMENT PLANNING

  • Asset Allocation: Design portfolios to minimize risk and enhance potential rate of return

  • Identifying contribution and return requirements to help meet goals

  • College Funding: help estimating future college expenses and requirements to meet costs in the most tax-efficient manner

  • Past Employer Retirement Plan Rollovers (401k, etc.)

RISK MANAGEMENT PLANNING

  • Help with Planning for:
    - Disability or Illness
    - Premature Death

  • Analyze life insurance and long-term care insurance needs and seek top insurance carriers in order to deliver the most competitive and cost-effective coverage possible

  • Review Current Insurance to determine if coverage is adequate and utilizes the most cost-effective carrier

RETIREMENT PLANNING

  • Dealing with Lump Sum Distributions

  • Projecting Impact of Earlier or Later Retirement

  • Design Predictable Lifetime Income Streams

  • Minimize Tax Liabilities

ESTATE PLANNING

  • How to eliminate capital gains tax & reduce income taxes by donating appreciated assets and resources to accomplish charitable giving efficiently & easily

  • Preserving Family Wealth

INVESTMENT PRODUCTS

  • Money Markets

  • Treasury Bills, Notes and Bonds

  • Stocks

  • Bonds (Taxable and Tax Free)

  • Mutual Funds

  • REITS (Real Estate Investment Trusts)

  • Annuities (Fixed and Variable)

  • IRAs, SEPs

  • College Plans

  • Private Money Management Accounts

  • CDs

INSURANCE PRODUCTS

  • Individual and Group Life (term, fixed/variable, universal)

  • Long-Term Care

BUSINESS PRODUCTS AND SERVICES

  • Qualified Plans: 403(b), 401(k), Profit Sharing

  • Pension Planning

  • Deferred Compensation Strategies

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