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Securities
& Investments
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Don
Like, CLU, ChFC
Partner
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Mary Kotzman, AIFA®
Vice President, Financial Planning
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Randy
R. Moberg, CLTC
Chief Operating Officer
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RosarioSimpson
Financial Services Associate
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The
Financial Planning and Investments Team helps our clients to obtain
and maintain wealth through careful planning and by utilizing
a full array of investment products matched to our clients' specific
needs.
We
offer our clients access to products equivalent to the largest
investment firms while providing professional, personalized service.
For our more affluent clients, we provide access to private money
manager investment and portfolio services. The following planning
and investment opportunities are available:
Wealth
Replacement Solutions
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Personal
life estates |
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Disability
income replacement |
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Long
term care |
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Personal
major medical and Medicare supplements |
Estate
Planning and Wealth Transfer Solutions
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Estate
tax analysis |
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Trusts,
ILITs, family limited partnerships |
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Estate
transfer solutions |
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Charitable
remainder trusts |
Wealth
Accumulation and Retirement Planning
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Personal
and business financial planning |
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Solutions
for financial goal achievement |
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Personal
investment policy statement |
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Investment
advisory services |
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Asset
management |
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Asset
allocation solutions |
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Professionally
managed portfolios |
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Mutual
funds |
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Stocks
and bonds |
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Tax-free
municipals |
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Tax-efficient
and tax-advantaged investment solutions |
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CDs
and money market |
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Fixed
and variable annuities |
*Securities
and investment advisory services offered through
Capital Analysts Incorporated, Member FINRA/SIPC.
L/B/W and CAI are independent, non-affiliated entities.
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