Services

Just getting started?

We can help you:

  • Identify what is important to you by defining your priorities, financial goals and concerns, time horizon, risk tolerance, investment objectives and liquidity needs.
  • Design your personal financial roadmap with specific recommendations for meeting your goals.
  • Review and evaluate your savings and investments.
  • Supervise and review your portfolio and keep it up-to-date by rebalancing and/or fine tuning your investments as required
  • Obtain life and disability insurance to properly protect your family

Nearing retirement?

We can help you:

  • Analyze your income needs now and in the future
  • Develop and implement recommendations to fund your income needs and help maintain your current standard of living
  • Recommend the most appropriate distribution strategy for your employer-sponsored retirement plans and IRAs
  • Analyze the beneficiaries of your IRAs and outline how to establish an Inherited IRA

Need strategies for managing or sharing your wealth?

We can help you:

  • Structure distribution of your assets to your children, grandchildren, heirs, or charitable organization(s)
  • Address educational expenses of children, grandchildren, and great-grandchildren
  • Review your tax return to highlight opportunities for maximizing tax reduction
  • Make recommendations of tax-advantaged investments

Are you a small business owner?

We can help you:

  • Facilitate and implement company retirement plans, specifically for small business owners
  • Employ the use of life insurance to fund buy-sell agreements
  • Deliver additional employee benefits, such as group life and disability insurance