Our Services
Every individual and business has different needs, wants and goals. We'll help you discover YOURS and develop a plan to pursue them!!
We serve individuals and businesses in all areas of financial management, including:
- Retirement planning
Making the most of your employer-sponsored retirement plans and IRAs, pensions and social security. Determining how much you need to retire comfortably. Managing 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. - Life
- Disability
- Long term care/Nursing home avoidance
- Health
- Life Settlements
- 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 pursue your goals. - Fee Analysis
- Performance analysis
- Product analysis
- Employee and executive benefits
Helping your business attract and retain qualified employees through benefit packages. - Defined contribution plans
- Defined benefit plans
- Group insurance
- Key man insurance
- Buy-Sell funding
- Executive only benefits