Creating Financial Freedom! Building and preserving your personal wealth requires specialized attention. You get one-on-one guidance and
a comprehensive financial plan that helps manage risk, improve performance, and ensure the growth and longevity of
your wealth.
We help you...
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Save for a comfortable retirement by identifying your
retirement needs, analyzing your assets and sources of retirement income, reviewing estimated shortfalls, and
identifying the best ways to save for retirement given your financial situation and risk
tolerance.
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Pay for your child's college education by accurately estimating the amount of
money you'll need, analyzing your assets, reviewing estimated shortfalls and considering general alternatives and
strategies to help address these potential shortfalls, and developing an optimal savings plan given your financial
situation and risk tolerance.
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Protect your family in case of you become disabled by ensuring you have enough
money in your emergency fund and analyzing your life, disability, health, home, and auto insurance coverage. We also
review your will and various powers of attorney designed to take care of your affairs in the event you are
incapacitated and can't manage them yourself.
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Achieve your investment goals by identifying the steps needed to maximize your
investment returns as well as the steps needed to help minimize your risk while building increased predictability of
your investment returns.
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Leave a legacy for your heirs by maximizing the value of your estate by saving tax
dollars, professional fees, and court costs. As well as minimizing the costs of probate, creditors, lawyers, and
estate taxes, which can negatively impact the value of your estate. We also help you stay in control of your affairs
by providing a road map for passing your estate on to your heirs. Investment and Financial Planning Services
Securities and
Advisory services are offered through NATIONAL PLANNING CORPORATION (NPC),
Member FINRA/SIPC, a Registered Investment
Advisor. Consulting services are offered through Condit Capital Management Co.,
a Registered Investment Advisor. Phil Condit, P.C., Condit Capital Management
Co., and NPC are separate and unrelated companies.
Investments offered
include:
Stocks
Bonds
Mutual Funds
Annuities
REIT's
CD's
Money Market
Insurance Services
We can offer you life, health,
long-term care, and disability insurance through a wide range of insurance
carriers.
Investment Review
Our firm will perform a
custom portfolio analysis and review the risks and returns of specific
investments including stocks, bonds, REITs, and limited partnerships. We will
also determine an optimal asset allocation for you by taking your unique
personal and financial goals and resources into account.
Pension
& Profit Sharing Plans
Would you like help setting up a pension
or profit sharing plan? We can help you set up the following:
Individual IRA
Roth IRA
401(k)
403(b)
Simple
IRA
SEP IRA
Profit Sharing Plans
Retirement Planning
It is
never too early to start planning for retirement. If you want to live the same
lifestyle--or an even better one--than you do now, you need to start planning
for retirement...NOW. We can analyze your projected income and expenses and
suggest investment funding techniques to help you reach your retirement
goals.
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