Financial Planning

Everyone, from young professionals looking to get started on the right path to established executives with complex planning needs, can experience money-related stress. Through our planning services, we help you eliminate some of that stress and feel confident with the financial decisions you’re making. We assist a diverse range of clients, including successful professionals and high net worth families, with their comprehensive needs, including:

Financial Planning

A financial roadmap can help you chart a course between where you are today and where you want to be tomorrow. We can assist with:

• Retirement Planning
• Investment and Portfolio Management
• Income Planning
• Education Funding

Wealth Management

We strive to develop a portfolio that produces an appropriate diversification based on your individual goals and risk tolerance. Your portfolio may include:

• Mutual Funds (Actively and passively managed)
• Exchange Traded Funds (ETFs)
• Social Responsibility Funds
• Indexed Funds
• Stocks
• Bonds (Government, Municipal, and Corporate)
• Variable and Fixed Annuities
• Government Securities

Estate Planning

Planning your legacy is of utmost importance to assure your family and loved ones are taken care of. Our estate planning services include:

• Succession Plans
• Wills and Living Trusts
• Tax-Minimization
• Probate Planning
• Premium Financing Life Insurance Programs

Insurance

Do you have the right insurance to help protect your assets? We can help you address your insurance needs and assess appropriate options, including:

• Life Insurance
• Long-Term Care Insurance
• Disability Insurance
• Property and Casualty Insurance
• Medicare Supplements and Drug Plans

We are passionate about helping others and acting as a trusted consultant that you can turn to for honest financial advice. We look forward to working with you.