Our Services

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

  • Retirement planning

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

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

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

    Determining your asset allocation needs. Helping you understand your risk tolerance. Recommending appropriate investment vehicles to help you reach your goals.
     
  • 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 is the best way to save for college?
  • How can I help reduce 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, I 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 compliment your vision and objectives. We can help you execute a sound financial program utilizing the following products and services:

  • Tax-reduction strategies
  • Investment portfolio management, including stock and mutual funds
  • Retirement planning
  • Estate planning and preservation
  • Asset protection through insurance and annuity products