Investments & Services

At our firm, we offer a variety of financial products and services that, when combined, create an investment plan that integrates risk tolerance, lifestyle goals, and business objectives.  When it comes to financial planning, we aim for a long-term, diversified strategy to help you reach your destination.  

Investments

At Albitz/Miloe, we believe a successful financial portfolio takes time to construct and maintain; time most people just don’t want to spend monitoring their investments.  Our research, input, management, and day to day analysis give clients the proper tools to achieve their goals.  In over thirty years of business, we have seen Bull and Bear markets, exuberance and panic, joy and pain; we’ve faced these situations with a sense of calm, balanced, and non-emotional bias. 

Investment options we offer at A/M include:   

• Custom Tailored, Fee-based Managed Accounts 
• Third-Party Managed Accounts 
• Mutual Funds / ETFs
• Individual Stocks / Bonds 
• Closed-End Funds 
• Preferred Stocks / REITs
• Inflation Protected Securities 
• Variable and Fixed Annuities 
• Risk Assessment & Review 
• Review of other asset managers you already have  

Retirement

When it comes to retirement, careful financial planning now should allow you to live comfortably in both the present and the future.  Whether you are looking for an individual or business plan, we can help find the right retirement plan for you.

Retirement options we offer here at A/M include:  

• 401(k) / Roth 401(k) Profit Sharing Plans 
• 403(b) / TSA Plans 
• Individual 401(k) Plans 
• SEP IRA / SIMPLE IRA Plans 
• Traditional IRAs / Roth IRAs 
• Rollover IRAs 
• Retirement Plan Review 
• Income Needs Analysis  

Insurance

Things happen in life that you just can’t control.  We feel it is important to be prepared and protected against such circumstances.  Let us know what you’re looking for and we can help you find the right insurance plan.

Insurance services we offer here at A/M include:  

• Term / Universal Life / Whole Life / Variable Universal Life 
• Long-Term Care Insurance 
• Disability Insurance 
• Advanced Design for Estate Planning 
• Buy / Sell / Key-Man 

Education, Real Estate, Social Security

Saving money for college may seem far away, but as tuition and expenses continue to rise, it makes sense to start college planning early on.  Also, need some advice on Social Security, Medicare, or Real Estate?

Other services we offer here at A/M include: 

• 529 College Savings Plans
• Real Estate Consulting 
• Social Security / Medicare Advice 
• Financial Plans