Our Services

List of Services

Retirement Planning

Making the most of employer-sponsored retirement plans and IRAs. Determining how much is needed to retire comfortably. Wealth accumulation and distribution strategies.

  • 401k Allocation Investment Analysis
  • IRAs- Roth IRAs
  • Wealth Accumulation
  • Wealth Transfer to Heirs

Risk Analysis & Management

Reviewing existing insurance policies. Recommending policy changes when appropriate. Finding an appropriate policy for your situation.

  • Legacy Planning
  • Risk Management
  • Life, Disability & Long Term Care Insurance

Investment Management

Determining asset allocation needs. Helping understand risk tolerances. Recommending the appropriate investment vehicles to help work toward your goals. Helping to prepare an Investment Policy Statement.

  • Asset Allocation Portfolios
  • Fixed Annuities/Variable Annuities
  • Institutional Managed Portfolios
  • Stocks, Bonds & REITS

Coordination with Professionals

Coordination with respected attorneys and CPAs to provide a team approach to setting up an estate, determining tax reduction strategies and assessing insurance needs.

  • Estate Planning
  • Living Wills
  • Medicare/Medicaid
  • Power of Attorney
  • Tax Planning
  • Trust Review

Tax Management

Looking for ways to reduce current and future tax burden. Working with qualified tax specialists.

  • Stock Option Planning
  • Tax Planning
  • Tax Reducing Strategies
  • Wealth Strategies


Education Funding

Recommending investment and accumulation strategies to help pay for children's and grandchildren's education.

  • College Savings Plans (529)
  • Custodial Accounts
  • Educational IRA’s

Employee and Executive Benefits

Helping businesses attract and retain qualified employees through benefit packages.

  • 401K Plans
  • Individual Health Plans
  • Group Benefits
  • Rollovers (Pension, 401k, etc.)
  • Small Business Retirement Plans



We conduct various educational events and hold financial classes at local colleges.

  • Classes at Local Colleges
  • Corporate Lunch & Learn
  • Group Workshops
  • Market Update Meetings