Products & Services

We provide assistance in the following areas:

Wealth and Financial Planning

We create a roadmap to help you navigate through life cycles through a thorough accumulation and preservation plan that best addresses your needs and goals. Your financial affairs are complex. Having a long-term financial strategy can provide clarity and confidence now and into the future.

Wealth Management

We tailor fee based asset allocation models and investment management strategies directly in line with your needs and goals while taking into consideration the ever changing social, political and economic environment we live in.

Retirement Plan Solutions

Too often you are slated with going it alone when it comes to your retirement plan (401k, 403b, IRAs, Pension Plans, etc…). We don’t stop with only advising you on assets held. We care about the entire picture and its effect on what we do for you. We’ll help and advise you on asset allocation and security selection in your retirement plans to ensure that your overall wealth management plan stays on track.

Trust Services

We provide access to comprehensive trust services that are customized to meet your individual needs through a LPL Financial affiliate called The Private Trust Company, N.A. The Private Trust Company supports a full range of trusts from Revocable Trusts and Charitable Remainder Trusts to Irrevocable Life Insurance Trusts with services including: administration, tax impacts/reporting, compliance matters, and fiduciary accountability.

Tax Planning

We team up and work directly with your existing tax advisor (we would be happy to provide an introduction to one if needed) to develop and implement strategies allowing you to spend less time doing your taxes while potentially helping you to keep more of your earnings and investment returns.

Legacy and Estate Planning

We coordinate with your estate planning attorney (or help introduce one to you) to implement your estate plan. Once your estate plan is established, we help you with re-titling of assets to help you avoid probate and reduce or eliminate estate taxes.

Insurance Solutions

Often termed as risk management, this is planning that includes evaluating your personal risks (such as life and medical coverage, umbrella and long term care) to make sure that you and your family are not caught off-guard by the unexpected.

Business Planning Solutions

We want your business to thrive. As a small business and entrepreneur we understand what it takes to be successful and what you need to maintain, grow, and sustain your business. Therefore we focus on the financial health of you and your company so that you may focus on the success of your business. For this, we provide the following solutions: Retirement plan solutions, succession planning (life insurance for you and your partners, key person, buy-sell agreements), executive services (non-qualified deferred compensation plans and single stock risk management). We also have professional partner resources should you need introductions to CPA’s, Attorneys, Real Estate and Mortgage Brokers.