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- Portfolio management, portfolio reviews, making sure your current portfolio is consistent with your risk tolerance and risk capacity

  • Retirement planning- Investing for retirement, rollovers, social security planning, setting up retirement plans for small businesses, determining which type of retirement plan is most suitable for your specific situation 

  • Tax planning- Tax advantaged investments, withdrawal strategies, Roth conversions, Qualified Charitable Distributions

  • Risk management- Reviewing your current insurance policies to make sure you, your family and/or business are protected with appropriate amounts of Life Insurance, Disability Insurance, and Long-Term Care Insurance

  • Estate planning-  Titling accounts and designating beneficiaries so that your assets pass to who you want, reviewing life insurance needs for estate liquidity, coordinating with your legal and tax advisors to help make sure your estate plan will work the way you intend

  • College planning- Help estimating future college expenses, Investing for future college expenses through 529 college savings plans

In addition to the services listed above we also offer detailed financial plans, using financial planning software, that may entail any or all of the above areas of financial planning.