Products & Services

We serve individuals and businesses in many areas of financial managenent, including:

  • Retirement planning 
    Making the most of your employer-sponsored retirement plans and IRAs. Determining how much you need to retire comfortably. Managing assets before and during retirement. We serve
  • Tax management 
    Looking for ways to help reduce your current and future tax burden. Referring you to qualified tax specialists. 
  • Estate planning 
    Reviewing your wills and trusts. Helping preserve your estate for your intended heirs. Helping with beneficiary designations. Reducing 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 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 the appropriate investment vehicles to help you reach and exceed your goals. 
  • Employee and executive benefits 
    Helping your business attract and retain qualified employees through benefit packages.

 Risk Management

  • Group & Individual Life Insurance
  • Group and Individual Disability Income  Insurance

  • Group & Individual Long Term Care Insurance

  • Group & Individual Health Insurance

  • Business Insurance

Investments*

  • Retirement Planning

  • College Saving Plan

  • Qualified Plans

  • Mutual Funds,

  • Stocks & Bonds

  • Traditional & Roth IRAs 

Financial Planning*  

  • Investment Planning

  • Tax Reduction Strategies Planning

  • Risk Management Planning

  • Education Funding and Accumulation Planning

  • Estate Planning**

** Estate planning services are provided working together with your estate planning attorney, tax attorney and/or CPA. Consult them for specific advice on tax or legal matters.