Services

If you’re a busy person, you may not want the part-time job of planning your financial future. You recognize the value of relationships, and you want a relationship with a financial adviser who recognizes your goals, needs and values.

That’s why you’ll want to work with us.

Service Specifically For You

We can help you accomplish many things - mainly, the retirement, income, college, and estate planning your busy week prevents you from tackling. Many of our clients understand the value of hiring a wealth manager, instead of attempting a "second career" trying to plan their financial futures.

Service is what really makes us stand out - not just the variety of planning we can provide, but the quality of our relationship with clients. We listen; we put ourselves in your shoes to see where you are, and determine what is best for you.

A Variety Of Financial Services:

Employer-Provided Retirement Planning - The 401(k), SEP/SIMPLE plan, pension plan or profit sharing plan you’ve created for your business or participate in through your employer should provide you with the majority of your retirement assets. Will it? We can take a look and make appropriate recommendations.

Retirement Planning - You may find that life without a salary may grow more secure with our estimation of the "nest egg" you will need to retire, as we also provide insight into an investment style and portfolio that would be focused on outpacing healthcare costs and inflation.

Income Planning - With interest rates at historic lows, we will work to show you how to maximize your retirement income and focus on helping you obtain a stream of income so that you don’t outlive your money. We will always work to establish income options while pursuing the most beneficial tax treatment.

Estate and Succession Planning - In conjunction with accountants, attorneys, and your valued employees, we work to help you determine the best path of business continuation and tax-favored wealth transfer.

College Planning - With tuition costs rising faster than inflation, planning for college can be a daunting task. We reveal the funding options and tax strategies that may free up more money for higher education.

With us, you get what you need, and you get what’s promised. You get a bona fide relationship with a wealth adviser. Proactive and professional, we do what we say, and stand by you through all phases of your life.