Our 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.
- Managed Money*
- Every investor is unique. That's why we offer a large scope of traditional and specialized investment strategies. Our dedicated portfolio management teams will help you build a portfolio that is tailored to your investment needs, ensuring your portfolio remains structured at every stage of your life. Investing in an investment advisory program goes beyond the selection of individual investments. Investment advisory accounts are investment programs that are tailored to your specific financial needs. The programs take into consideration a broad range of investing concerns, such as your long-term goals, risk tolerance, and total portfolio strategy. With an investment advisory program, you create an investment program based on your particular situation and financial goals.
- 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. Helping 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 most suitable 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 to help you reach and exceed your goals.
- Employee and executive benefits
- Helping your business attract and retain qualified employees through benefit packages.
- Life, Health, Disability, and Long Term Care Insurance
- Determining your different insurance needs can be a daunting task. We help you take the guess work out by being able to tailor different plans to your needs. We are an independent insurance agency, so we can shop many different companies.