Our Services

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

• Retirement planning
  
  Assisting you in managing your employer-sponsored retirement plans and IRAs. Determining how much you may need to retire comfortably. Managing assets before and during retirement.
  
   
• Tax Planning
  
  Looking for ways seeking to help reduce your current and future tax burden. Referring you to tax specialists.
  
   
• Estate planning
  
  Reviewing your wills and trusts. Helping manage your estate planning for your intended heirs. Helping with beneficiary designations. Managing exposure to estate taxes and probate costs. Coordinating with your tax and legal advisors.
  
   
• Risk management
  
  Reviewing existing insurance policies. Recommending policy changes when appropriate. Finding the most suitable policy for your situation.
  
   
   
• Education funding
  
  Recommending investment and accumulation strategies focusing to help you pay for your children's education.
  
   
• Investment Planning
  
  Determining your asset allocation* needs. Helping you understand your risk tolerance. Recommending the appropriate investment vehicles to help you manage and work toward your goals.
  
   
• Employee and executive benefits
  
  Helping your business by exploring ways to attract and retain qualified employees through benefit packages.

*Asset allocation does not ensure a profit or protect against a loss.