Services
Our financial management process begins with an in-depth evaluation of your current situation. Once we have established your overall objectives, we'll focus on your specific goals.
Some of the services we offer:
Investments & Professional Portfolio Management
Our investment products and services will help you achieve your financial goals at every stage of your life. With thousands of investment choices and an increasingly complex global market, there has never been a better time to give yourself the advantage of professional management. We help you design an investment strategy tailored to your goals, risk tolerance and time horizon.
Business/Individual Insurance Implementation or Review
High quality, competitively priced insurance products, including permanent, term, combination and variable policies. We can also review your current insurance needs, beneficiary designations, and policy performance. This also includes long term care and disability insurance.
Individual and Corporate Retirement Plans
Help you to optimize plan design during the accumulation phase and income distribution in your retirement years. This includes, but is not limited to 401ks, IRAs, SEPs, SIMPLEs and other pension plans.
Financial Planning
We use a client-centric process focused on pursuing specific milestones we create together. Our comprehensive, three-step planning process is designed to help identify your needs, implement your strategy, and monitor it to help you stay on course:
- Assessing Your Needs and Finances
- Preparing Your Plan
- Implementing and Monitoring Your Strategy
Business Strategies
Working with business owners and ERISA fiduciaries to design Company Retirement Plans, Employee Benefits and Transition Planning. Some services in this area includes executive bonus, key man, buy-sell agreements, deferred compensation and health insurance.
Estate Planning
A successful wealth management strategy is one that provides for you and your family today and preserves enough for future generations. To achieve this success, a financial strategy must be comprehensive. We work with your attorney, trustee, accountant, and other professionals as necessary to create a customized strategy that considers all your wealth management needs.