Services
WEALTH MANAGEMENT
Setting financial goals and designing comprehensive strategies to achieve those goals. Looking for ways to help manage your current and future tax situation. Referring you to qualified tax specialists. Providing a holistic approach to manage your investments and finances.
ESTATE PLANNING
Reviewing your wills and trusts. Helping preserve your estate for your intended heirs. Helping with beneficiary designations. Help you manage exposure to estate taxes and probate costs. Coordinating with your tax and legal advisors.
INVESTMENT AND ASSET MANAGEMENT
Determining your asset allocation needs. Helping you understand your risk tolerance. Recommending investment vehicles designed to help you reach your goals. Helping you manage you finances before and during retirement.
LIFE AND DISABILITY INSURANCE
Reviewing existing insurance policies. Recommending policy changes when appropriate. Finding the policy for your situation. Life, disability, and long-term care insurance analysis.
LONG-TERM CARE PLANNING AND INSURANCE
Empowering you to envision how you want your retirement years to progress. Setting up savings and insurance policies for skilled care, immediate care, and custodial care.
COLLEGE SAVINGS PROGRAM
Helping you develop a college savings strategy for your child(ren). Providing a foundation of understanding for savings programs and other funding methods, including tax-advantaged funding options, 529 plans, Coverdell Education Savings Account (ESA), and tax-deferred retirement plans.