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 IRA's
    • Determining how much you need to retire comfortably
    • Managing assets before and during retirement
    • If necessary, also helping you establish new programs to take advantage of current tax opportunities
  • Estate Planning*
    • Review your wills and trusts
    • Help preserve your estate for your intended heirs
    • Help with beneficiary designations
    • Help reduce exposure to estate tax and probate taxes
    • Coordinate with your tax and legal advisors
  • Risk Management
    • Discuss your needs relative to long- term care and other relevant insurance needs. This includes reviewing existing insurance policies, recommending policy changes when appropriate, and finding the best policy for your situation.
  • Education Funding
    • Recommending investment and accumulation strategies to help you accumulate funds for your children's or grandchildren's future.
  • Investment Planning
    • Helping you to better understand your risk tolerance and how long you have to accumulate funds for your goals. Then, if appropriate, recommending investment balance, including alternative investments and other available products to help you reach your goals.

*The financial analysis and recommendations are not intended to replace the need for independent tax, accounting, or legal review. Individuals are advised to seek the counsel of such licensed professionals.