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OUR SERVICES

INVESTMENT MANAGEMENT

Whether it is preservation of wealth, retirement income strategies, or long-term planning to fund your legacy goals, we work with you to articulate, clarify and understand your investment goals and create an investment plan tailored for you.  Through proper asset allocation, diversification, tax awareness and rebalancing, we will create a blueprint to help guide your financial life.

RETIREMENT PLANNING

Planning for your retirement is among the most important and challenging processes many encounter throughout their financial life.  Our team has helped hundreds of clients through this process and stand ready to help you.  Beginning with identifying your values and what matters most to you, we build a strategy and provide the discipline to help you live the lifestyle you desire in retirement.

ESTATE & SPECIAL NEEDS PLANNING

You have worked hard to save, grow and protect your assets.  It is vital to ensure that when it is time, those assets are distributed properly to those you care about.  We help you understand what paths are available and connect you with a trusted professional who can create a structured plan to carry out your wishes and minimize the burden of legal expenses and unnecessary taxation.

SMALL BUSINESS RETIREMENT PLANS

A retirement plan is a valuable benefit that impacts the present and future lives of your employees and also demonstrates that you care about them.  Offering a retirement plan also offers significant tax advantages to small business owners.  Let us show you how easy it can be to set up a plan that best suits your needs while growing your business at the same time.



COLLEGE EDUCATION PLANS

Planning for your child's college education can be daunting yet a major accomplishment at the same time.  The cost of a college education is continuously on the rise and we are not always able to rely on scholarships or student loans to achieve this.  Ask us how we can help you best plan for their education and the tax advantages that come with it.  

INSURANCE PLANNING

Life comes with many unexpected events that are hard to plan for.  These unforeseen circumstances can come along with financial hardship.  Having a plan in place to relieve some of this burden and provide a peace of mind is something we can help you with and have discussions about.  Talk with us today for a comprehensive analysis of your coverage options and how you can start a plan that is right for you.