We offer a range of services that goes beyond what you might expect from the typical financial planner. Fact is, you can count on us for almost any financial-related event and eventuality you encounter.

So while your journey in life may take you many places, you don’t have to go anywhere else to find all the financial solutions you need – we’ve assembled them all right here.

Investment Planning

We will review your investments and design a personalized portfolio appropriate for your needs. Providing year-long continual monitoring of your portfolio, timely meetings in which we will review and evaluate your investment performance, update your overall financial objectives and if necessary, reallocate your portfolio as agreed upon by you.

We provide quarterly letters detailing our firm’s research, analysis and view of the current state of the markets and provide independent advice and recommendations regarding positioning of funds within your 401(K).

Insurance Planning

Insurance can help protect you from the unexpected and plays a vital role in your comprehensive financial plan. We can provide a wide range of quality insurance alternatives, including life insurance, long-term care and disability, which can offer security for you, your family and your business.

Tax Reduction Planning

Tax planning throughout the year can assist you in reducing the taxes you pay – as well as help you achieve your financial goals. It should not be done in isolation, but instead should be driven by your overall financial goals and integrated with your total financial plan.

By developing and implementing appropriate strategies to lessen or shift current and future tax liabilities, you can improve your prospects of meeting long – and short-term objectives. For example, accurately projecting your income taxes can help you determine the cash flow available to you in the coming year.

Keep in mind that tax laws are often complex and frequently change. We can work in conjunction with your tax advisor.

Retirement Income & Distribution Planning

Whether you are nearing retirement or are already retired, we can help you get the most out of your years ahead. We can help make sure you have a solid retirement plan that takes into consideration what you want to do in this new stage of your life.

We can give you an analysis of your income needs now and in the future, provide you with continual development and implementation of recommendations to fund your income needs now.

We also provide recommendations regarding the best distribution strategy for your employer retirement plans and IRA’s along with an analysis of the beneficiaries of your IRA’s and annuities.


Small Business Planning

We can help you develop, implement and monitor a retirement or benefit plan that suits the needs of your business, as well as those of your employees. We provide key employee strategies and buy/sell agreements. In addition, we can help you find appropriate insurance coverage for your company. For business owners seeking the most appropriate exit strategies, we can help you value your business, assess the tax implications and position your company for sale.

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