Our Services

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



• Retirement Analysis - Making the most of your employer-sponsored retirement plans and IRAs. Managing assets before and during retirement.



• Tax Services - Making sure you don't pay a penny more than the law requires. Looking for ways to reduce your current and future tax burden. Referring you to qualified tax specialists.



• Estate Planning - Reviewing your wills* and trusts. Preserving your estate for your intended heirs. Helping with beneficiary designations. Reducing exposure to estate taxes and probate costs. Coordinating with your tax and legal professionals.



• Risk Management - Reviewing existing insurance policies. Recommending policy changes when appropriate. Finding the best policy for your situation.



• Education Analysis - Recommending appropriate investment choices for education funding according to your risk profile.                                                                            

• Investments - Determining your asset allocation needs. Helping you understand your risk tolerance. Recommending the appropriate investment vehicles to help you work towards your goals.



• Employee and executive benefits- Helping your business attract and retain qualified employees through benefit packages