Individual Services

We are committed to helping our clients navigate an ever-changing financial world. Using a variety of strategies, we provide you with the knowledge and expertise you need to manage your entire financial picture.

• Comprehensive financial planning
• Customized investment solutions
• Sophisticated asset allocation
• Financial care for elderly parents
• Planning for a child with special needs
• Leaving a legacy for the next generation
• Protecting the ones you love against the unforeseen
• Maximizing your income in retirement
• Tax strategies for your estate plan
• Charitable giving strategies
• Preparing for your health & medical needs
• Planning for income supplementation if unable to work
• Building a customized path for college tuition

 
Financial Planning Services 

• Financial Planning & Wealth Management
• Retirement Income Planning
• Estate & Legacy Planning
• Charitable Giving Strategies
• Protection Planning (through life and disability insurance)

Investment Services
We'll work with you to build a diversified portfolio of assets based on your financial strategy, risk tolerance, and lifestyle. 

• Individual Stocks and Bonds*
• Fee-based Managed Accounts
• Mutual Funds and ETFs
• Fee Based Financial Planning Services
• IRAs, Roth IRAs
• 529 Plans
• Fixed and Variable Annuities
• Alternative Investments: various REIT & Energy offerings

Insurance Services

• Full Review of Trusts, Policies and Beneficiaries
• Life Insurance
• Disability Income Protection
• Long-Term Care Insurance
• Business Income Continuation, Succession and Estate Planning strategies

College Savings Plans

• 529 Savings Plan
• Coverdell Education Savings Account
• Tax-Deferred Plans

^{*General securities are offered on an unsolicited basis.}