Our Services

We serve individuals and businesses in all areas of financial management, 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.  Considering tax-deferred and tax-advantage investments.

Estate planning

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

Education funding

Recommending investment and accumulation strategies to help you pay for your children's education.  Investigating 529 plans and education savings accounts.

Investment Planning

Determining your asset allocation needs. Helping you understand your risk tolerance. Recommending the appropriate investment vehicles to help you reach your goals.  We offer the following including, but not limited to stocks, bonds, mutual funds, annuities, and IRAs.

Employee and executive benefits

Helping your business attract and retain qualified employees through benefit packages like small business retirement plans such as SEPs or Simple IRAs as well as 401(k)s.

There are risks involved with investing which may include market fluctuation and possible loss of principal value.  Particular investments may not be suitable for certain situations.  Carefully consider the risks and possible consequences involved prior to acting on an investment decision.  There can be no assurance that any specific investment strategy will be profitable.  Past performance is no guarantee of future results.  Our firm does not provide legal or tax advice.  Be sure to consult with your own legal and tax advisors before taking any action that may have tax implications.