Our Services

Investment Management

Investment Management

We work to fully understand and analyze your financial situation, your vision for the future, and your comfortable level of investment risk. We then work with you to design a portfolio to help you reach your long-term goals. We will also provide ongoing portfolio maintenance and reviews because individual situations, goals, and markets can change over time.

Financial Planning

Financial Planning

We start with your life and plan your money around it. Our planning process offers you an opportunity to see where you are and create an investment plan that is flexible enough to adapt to whatever life throws your way.

Contact us today to schedule a meeting to discuss your life goals and put our planning process to work for you.

Risk Management & Insurance

Risk Management

We believe that a key component in a sound investment plan involves striving to preserve what you already have and helping make sure you can provide financial stability for your loved ones. We can help you assess your insurance needs as well as review current policies to make sure they are cost effective for you and your family. Lastly, we can work with you to set up an insurance plan (if appropriate) according to your needs.

Retirement Income Strategies

Retirement Income Strategies

We develop an understanding of your goals and dreams for retirement and help you prioritize those goals. Then we work with you to construct a personalized retirement income stream that gives you the freedom and flexibility to help achieve those goals. We will also help you understand the impact of Social Security and Medicare on your retirement income stream.

Retirement Plan Services for Businesses

Retirement Plan Services for Businesses

If you own a business you want to attract the best and most talented employees. A great way to do this is to offer a top of the line company retirement plan. We can work with you to assess your needs and your workforce and design a cost effective retirement plan that could potentially benefit you and your organization. We then provide ongoing plan support and maintenance for you and your employees.

Education Planning

Education Planning

Let's face it -- Higher education is expensive and the cost is growing. It's best to have a plan for making the most of your education savings, and parents today have more choices than ever to help save for college. We can help you determine which method is best for you and your children. We then help you maintain your education savings investments until your children head off to college.

Retirement Plan Rollover Strategies

Retirement Plan Rollover Strategies

If you have recently retired or changed jobs you may be wondering how you take your retirement plan with you. Or perhaps you never moved an old retirement plan away from a former employer. We can help you explore your options, including the possibility of setting up a direct rollover to an Individual Retirement Account (IRA)1 (if appropriate) that can preserve your tax benefits and consolidate your investments for easier, more flexible management.

Please keep in mind that rolling over assets to an IRA is just one of multiple options for your retirement plan. Each of the following options has advantages and disadvantages, including investment options and fees & expenses, which should be understood and carefully considered.

Learn More

Tax Management Strategies

Tax Management Strategies

Financial decisions made in the course of building a portfolio can have a profound impact on your taxes, and it is important to minimize the impact of your decisions on your taxes whenever possible. We will help you understand the tax benefits and ramifications of various portfolio and investment decisions. We also recommend that you consult a licensed tax advisor for a detailed review of your tax situation.

Estate Conservation Strategies

Estate Conservation Strategies

A well designed estate investment plan can help you become more confident that you and those you care for most will enjoy the security of your assets. Estate investment planning is more than just tax planning for your family's future. Though we do not practice law, we will work with you and your legal advisors to make sure your estate investment plan reflects your goals and objectives for your family and that your assets work as intended with that plan. Please be sure to consult a licensed estate planning attorney to complete your estate plan.