Services

CREATE A PLAN
THAT LASTS FOR LIFE

Our services

Investments

Our foremost concern is your success, not product sales. We will use our expertise to develop an effective investment strategy designed to reach your objectives while reflecting your tolerance for risk.

Retirement Planning

Retirement planning has two phases; accumulation and actual retirement. During the accumulation phase we assist clients in setting goals and implementing strategies to meet them. We help our retired clients enjoy the lifestyle they’ve earned.

Insurance

Our team of specialists will identify the risks which could be catastrophic to your portfolio and to your family. We will evaluate your life, long-term care, and disability insurance coverages.

Education Funding

We can help you explore and analyze the numerous options available for funding education, such as UGMA accounts, 529 plans and Cash Value Life.

Estate Planning

We will review your estate planning needs, existing wills and trusts and recommend steps you can take to maximize the benefits to your heirs while minimizing the tax liability on your legacy.

Tax Preparation

We prepare your personal income taxes and provide you with professional tax-planning advice year-round.

Collaborative Planning

WE FEEL IT’S IMPORTANT TO INVOLVE YOU FROM THE VERY BEGINNING. WE’LL COLLABORATE WITH YOU ON YOUR OWN PLAN, TO BRAINSTORMING, TO PRIORITIZING AND IMPLEMENTATION.

WE ARE CAPABLE OF WORKING HOWEVER IT’S MOST CONVENIENT FOR YOU AND YOUR FAMILY. IN PERSON OR VIRTUALLY VIA ZOOM OR A SCREEN SHARE.

Take The first step now

We invite you to schedule a complimentary meeting and initial consultation. We are 100% set up to operate virtually – allowing you to meet with us by phone or webcast from the comfort of your home or office if that is more convenient for you.