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Our Services

While we offer a wide range of financial services designed to meet the holistic financial needs of each client, all of our services start from the same place: getting to know you, your family, your financial needs, and identifying your goals. As an independent financial services firm, we are free from sales quotas and proprietary products and are able to completely personalize our financial plans around the unique needs of each client. Once we understand your needs, goals, and values, we can begin to develop a comprehensive plan to take you where you want to go in life.

While developing a customized financial program, we will walk you through a step-by-step process designed to inform you of your options and help you make the best decisions possible.

Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following products and 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.
     
  • Estate planning- Reviewing your wills and trusts. Aiming to help preserve your estate for your intended heirs. Helping with beneficiary designations. Reducing exposure to estate taxes and probate costs. Coordinating with your tax and legal advisors.
     
  • Risk management- Reviewing existing insurance policies. Recommending policy changes when appropriate. Finding the best policy for your situation.
     
  • Education funding- Recommending investment and accumulation strategies to help you pay for your children's education.
     
  • Investment Planning- Determining your asset allocation needs. Helping you understand your risk tolerance. Recommending the appropriate investment vehicles that aim to help you reach your goals.
     
  • Employee and executive benefits- Helping your business attract and retain qualified employees through benefit packages.