Advice, Investment Management & Portfolio Supervision

As a comprehensive financial planning firm, we craft strategies to grow and preserve our clients’ wealth.  In addition to monitoring their portfolios, we like to meet with our clients at least annually.  We believe that education is the cornerstone to making sound financial decisions and provide this through individual meetings and group workshops.

We are also committed to our own continuing education. We attend industry meetings, engage in independent study, and affiliate with some of the best and the brightest minds in our field.  We may not know all the answers, but we have the resources at our disposal to find them.

Products & Services

Investments

Fee-based Managed Accounts, Brokerage Accounts, Stocks, Bonds, ETFs, Real Estate Investment Trusts, Alternative Investments, Mutual Funds & CDs

Retirement Plans for Businesses & Individuals

401(k), 403(b), IRA, ROTH IRA, SEP IRA, SIMPLE IRA, and Defined Benefit Plans

College Funding

529 Plans and Education Savings Accounts

Insurance

Life Insurance, Long-Term Care Insurance,  Disability, Major Medical and Medicare Supplement Insurance

Estate Planning & Business Succession Planning

We draw on our strong experience and legal expertise in these areas to help our clients navigate the many pitfalls involved in estate and succession planning.  We also coordinate with our clients’ tax and legal advisors to create comprehensive and cohesive solutions.

Annuities

Fixed, Equity Indexed and Variable