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Our Services

We serve individuals and small business in many areas of financial management, including:

  1. Comprehensive Financial Plan
  2. Financial Planning Seminars at local colleges, corporations, and other organizations
  3. Retirement planning (401(k), IRA’s, Annuities, Etc.)
    Helping you make the most of your employer-sponsored retirement plans and IRAs. Determining how much you need to retire comfortably. Helping by providing advice on assets before and during retirement.
  4. Tax reduction strategies for your investments
    Helping to make sure you don't pay a penny more than the law requires. Looking for ways to help reduce your current and future investment tax burden. Referring you to qualified tax specialists.
  5. Estate planning (Wealth Transfer)
    Helping preserve your estate for your intended heirs. Helping with beneficiary designations. Working to reduce exposure to estate taxes and probate costs. Coordinating with your tax and legal advisors.
  6. Risk management (Insurance Policies)
    Reviewing existing insurance policies. Recommending policy changes when appropriate. Finding the most appropriate policy for your situation.
  7. Education funding (529 Plans or 529 College Savings Plans)
    Recommending investment and accumulation strategies to help you pay for your children's education.
  8. Investment Planning (Stocks, Bonds, Mutual Funds, REITs, ETFs, Etc.)
    Determining your asset allocation needs. Helping you understand your risk tolerance. Recommending the appropriate investment vehicles to help you reach your goals.

The financial management process begins with an in depth evaluation of your current financial situation. Once we have established your objectives, we'll focus on your specific goals. With changing economic conditions, and the ups and downs of various markets, we focus on sensible investing for the long term and maintain an adequate level of insurance coverage. We work with you by having periodic reviews so you are confident and comfortable with the financial suggestions we make. Some of the services we offer: Investment Planning Retirement Planning Estate Conservation Insurance Planning Employer/Employee Benefits Tax Reduction Strategies College Funding Mortgage Protection Strategies Charitable Giving Strategies.