Our Services

 

Once your goals and objectives have been established, we will customize appropriate strategies to suit your situation.

We can help individuals and small businesses in the following areas:

 

 

  • Investment planning- Asset management, asset allocation, mutual funds, stocks, bonds, annuities, and REITs

  • Retirement planning- Saving for retirement, rollovers, setting up retirement plans for small businesses, determining which type of retirement plan is most suitable  

  • Tax planning- Tax advantaged investments and withdrawal strategies

  • Risk management- Protect your family and/or business with Life Insurance, Disability Insurance, and Long-Term Care Insurance

  • Estate planning-  Titling accounts and designating beneficiaries so that your assets pass to intended heirs, life insurance for estate liquidity or inheritance monies, reducing exposure to estate taxes, and coordinating with your legal and tax advisors

  • College planning- Saving for future college expenses through 529 college savings plans, custodial accounts, etc.