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
Learn More
Schedule an Appointment*General securities are offered on an unsolicited basis.