Our Services

We serve individuals and businesses in all areas of wealth management, 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 help you to plan your retirement income strategy.
  
  
  
• Tax management
  
  Making sure you don't pay a penny more than the law requires. Looking for ways to help reduce your current and future tax burden. We have over thirty years of experience in this area.
  
  
  
• 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 legal advisors.
  
  
  
• Risk management
  
  Reviewing existing insurance policies. Recommending policy changes when appropriate. Finding the best policy for your situation.  Should you have long term care protection?
  
  
  
• Education funding
  
  Recommending investment and accumulation strategies to help you pay for your children's education. Educational IRA accounts,  529 Plans and more.
  
  
  
• Investment Planning
  
  Determining your asset allocation needs. Helping you understand your risk tolerance. Recommending the appropriate investment vehicles to help you reach your goals and achieve financial confidence.
  
  
  
• Employee and executive benefits
  
  Helping your business attract and retain qualified employees through benefit packages. Working with management to determine the right type of plans for your company.