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Services

Your top priority is taking care of your family, so we make that our top priority, too.  We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk.  Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.

Craig Wright provides expert assistance in the following areas:

Investments

  • Mutual Funds
  • Variable Annuity
  • Unit Investment Trusts
  • Brokerage Accounts
  • Common Stock
  • Bonds
  • Direct Participation Programs
  • Certificates of Deposit
  • Government Securities
  • Roth IRA
  • SEP IRA
  • SIMPLE IRA
  • Traditional IRA
  • Coverdell Education Savings Plans & 529 Plans

Financial Planning

  • Comprehensive Financial Plans
  • Asset Allocation Analysis
  • Retirement Planning
  • Estate Plans
  • 401(k) Planning
  • 403 (b) Planning
  • College Funding Strategies
  • Money Management
  • Money Purchasing Plans
  • Profit Sharing Plans  

Insurance

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

Business Planning

  • Business / Farm / Practice Succession Strategies
  • Qualified Retirement Plans
  • Family Transfer Issues
  • Agreement Funding Strategies
  • Coordinated Legal Document Preparation