Our Services

We serve individuals and businesses in all areas of financial management, including:

 

• Retirement planning
  
  Making the most of your employer-sponsored retirement plans and IRAs. Determining how much you need to retire comfortably. Managing assets before and during retirement.

• Investment Planning

Determining your asset allocation needs. Helping you understand your risk tolerance. Recommending appropriate investment vehicles to help you reach your goals.

• Insurance Planning
  
  Reviewing existing insurance policies. Recommending policy changes when appropriate. Finding the best policy for your situation.

• Estate Planning
  
  Helping with strategies to preserve your estate for your intended heirs. Potententially reducing exposure to estate taxes and probate costs. Coordinating with tax and legal advisors. 
   
• Education Funding

Recommending investment and accumulation strategies to help you pay for your children's education.

• Employee and Executive Benefits
  
  Helping your business attract and retain qualified employees through benefit packages.

Our services are designed to help you answer the following questions:

• How can I get more from my investments?
• How can I reduce my exposure to risk?
• How much money will I need to live comfortably in retirement?
• Am I saving enough?
• What are my options in saving for college?
• How can I help minimize estate taxes and preserve more of my assets for my heirs?
• Do I have the right amount of life insurance?

 

When developing a customized financial program, we will walk you through a step-by-step process that is designed to make you feel confident in your decisions.

Once your goals have been established, appropriate strategies are customized to suit your vision and objectives. We can help you execute a financial program utilizing a range of products that can help diversify your financial portfolio.