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Communication, integrity and trust are important components of building a solid relationship with you. Working closely with you every step of the way, we can clearly assess your desires and expectations, and arrange the most appropriate course for your financial future. To ensure a long, productive and enjoyable partnership, we have developed a thorough, responsive and interactive process:

Meet and Discover
We learn about you and you learn about us. You complete a confidential personal and financial profile, which allows us to review your current status and explore your long-term financial goals.

Prepare and Recommend
Once we have gathered your information, we develop a comprehensive financial program, offering appropriate strategies for your specific needs.

Implement and Monitor
Once you are satisfied with the path we recommend, we execute the strategy that you agree upon. Over time, we observe and make adjustments, as needed, through regular and consistent contact to help ensure your strategy is performing to your expectations.

A Strategy Custom-Tailored for You
Our experience has taught us that every client is unique, so we design your financial strategy around your particular needs by offering access to a comprehensive array of financial products and services:

Wealth Management Services

Building your wealth and planning for your future needs through proper planning and investment management tailored to your specific goals and objectives, tolerance for risk and your time horizon. We provide the tools you need to develop successful financial strategies.

  • Fee-based Investment Management
  • Fee-based Personal Financial Planning
  • Stocks, Bonds, & Mutual Funds
  • Variable & Fixed Annuities
  • REITs
  • Alternative Investments
  • College Funding
  • Business Succession

Retirement Planning

Whether you are in the accumulation stage of building assets, in the early years leading up to, or are currently in the retirement phase of your life; we provide you with the planning tools needed for a successful long term retirement.

  • Traditional and Roth IRAs
  • IRA Rollover Services
  • 401(k)/403(B) Transition Support
  • Required Minimum Distributions
  • Retirement Income Planning
  • 401(k) Management

Estate Planning

Protecting the wealth you have created and providing for your business and family through proper estate planning techniques is a critical element in the planning process.

  • Strategies for Wills and Trusts
  • Transfer of Wealth to Next Generation
  • Tax-Reduction Strategies

Insurance Services

Providing protection for your business and family through proper risk management.

  • Life
  • Disability
  • Long-Term Care

Retirement Plan Services

Whether you are an employee in search of the retirement plan that makes the most sense for you, or a business owner who wants to find the offering that meets the needs of both you and your employees, count on us to help select the 401(k) plan that will provide for your retirement needs.

  • 401(k) Plans
  • Profit Sharing Plans
  • Money Purchase Plans