Our Services

We serve individuals and businesses in all areas of financial services, including:

Retirement planning

Making the most of your employer-sponsored retirement plans and IRAs. Determining how much you need to retire comfortably. Managing assets before and during retirement.

Tax management

Looking for ways to help reduce your current and future tax burden. Referring you to qualified tax specialists.

Estate planning

Reviewing your wills and trusts. Helping preserve your estate for your intended heirs. Helping with beneficiary designations. Reducing exposure to estate taxes and probate costs. Coordinating with your tax and legal advisors.

Risk management

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

Education funding

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

Investments

Determining your asset allocation needs. Helping you understand your risk tolerance. Recommending the appropriate investment vehicles to help you reach your goals.

Employee and executive benefits

Helping your business attract and retain qualified employees through benefit packages.

 

 

Any discussion of taxes is for general information purposes only, does not purport to be complete or cover every situation, and should not be construed as legal, tax or accounting advice. Clients should confer with their qualified legal, tax and accounting advisors as appropriate.