Retirement Planning
Retirement planning includes identifying income sources, sizing up expenses, implementing a savings program, and managing assets and risk. It's never too early to start planning - GAMMI is now 3 generations deep with client retirement planning and the future looks bright!
Insurance
Active Money Management can help you and your family find the right insurance to fit your unique situation. From basic health care plans, to full service Long-Term Care Insurance needs, our firm will simplify choices and provide a range of options to fit your budget.
Investing
Let Active Money Management help you find the right investments to fit your risk-tolerance profile. Whether you are a veteran trader or just getting your toes wet, our TEAM will work with you at YOUR level.
Estate Planning
You have worked hard and tirelessly to leave behind something tangible for your family. Let our Team help you protect the future you want to leave behind for your loved ones with informative estate planning.
Tax Planning
Our tax team, Shooting Star, works with us to give our clients an easy, painless tax preparation experience.
Investments
Bonds
Common Stock
Educational IRA
Traditional IRA
Roth IRA
SEP IRA
Simple IRA
Brokerage Accounts
Treasury Bills
Government Securities
Treasury Notes
Variable Annuity
Retirement
Retirement Plans
Tax Plans
401(k) Planning
403(b) Planning
College Plans
Estate Plans
Money Purchasing Plans
Profit Sharing Plans
Estate
Disability Income Insurance
Life Insurance
Long-Term-Care Insurance