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
