What We Can (and Can’t) Do For You

  1. We cannot predict the future – so please don’t ask us to do so.
  2. We cannot tell you when the next downturn in the market will be.
  3. We cannot tell you when “The Economy Will Get Better” until after it has.

We can and will make every attempt to give you the knowledge and understanding of the markets, as well as your investments, so you can have peace of mind and avoid stressing about 1, 2, and 3 above.

We will always give you the truth and insight to ignore all the wall street hype and lies.

Oh yeah….below is a list of things you see on every other financial site.  We can help you with that too.

Financial Planning offered through Triad Advisors, LLC.

  • Retirement Planning
  • Tax Reduction Strategies
  • 401(k) Planning
  • 403(b) Planning
  • College Plans
  • Estate Planning
  • Money Purchasing Plans
  • Profit Sharing Plans

Investments offered through Triad Advisors, LLC.

  • Bonds
  • Common Stock
  • Coverdell ESAs (Educational IRA)
  • Brokerage Accounts
  • Government Securities
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Treasury Bills
  • Traditional IRA
  • Treasury Notes
  • Variable Annuities

Insurance

  • Disability Income Insurance
  • Life Insurance
  • Long Term Care Insurance