What We Offer
Products & Services
Let’s face it: personal and business finance is complicated. Trying to put together the pieces yourself can be overwhelming and time consuming and often leave holes or open you up to making mistakes. We offer a full suite of financial products and services, and know how to put them together so that they work for each other to best protect and grow your wealth over the long term.
Comprehensive Financial Planning & Wealth Management Services
Preservation & Growth
Finding the right investment vehicle and account is critical, but it’s equally important to have the roadmap and strategy in order to best use that vehicle to reach your goals.
Financial Planning
Retirement Planning
Estate and Trust Planning
Investment Planning
College Planning
Hear it from our clients…
Comprehensive Financial Planning
▪ Cash Flow Analysis
▪ Goals-Based Retirement
Planning
▪ Goals-Based Education
Planning
▪ Distribution Strategies
▪ ‘What if’ Scenarios
▪ Social Security Analysis
▪ Income Tax Strategies
▪ Charitable Giving
▪ Legacy Planning
▪ Life/Disability/LTC
Analysis
▪ Account Aggregation with
Online Access
Executive Financial Planning
▪ Executive Compensation Strategies ▪ Stock Option Analysis
▪ Restricted Stock Analysis
▪ Advanced estate and income tax
strategies
Business Owner Financial Planning
▪ All components of the Comprehensive Planning Package
▪ Advanced estate and income tax strategies
▪ Business Retirement Planning
▪ Exit Strategy Planning
Individual Account Services
Rollover IRA’s
Traditional/ROTH IRA’s
Beneficiary IRA’s
SEP IRA’s
SOLO K’s
Trust Accounts
Joint Tenant Accounts
Individual Accounts
529 Accounts
Coverdell ESA’s
UGMA Accounts
Planning for the Future
We offer a variety of individual accounts that can help you reach your goals for retirement, education expenses, or large purchases. Many of these accounts have unique tax advantages.
Corporate Solutions
For Companies & Their Employees
401(k) Plans
Defined Benefits Plans
SIMPLE IRA’s
Corporate 529 Plans
Key Man Insurance
Group LTC
Customized Portfolios
Investment Management Services (through LPL Financial)
Mutual Funds
Stocks and Bonds
Separate Account Money Management
Alternative Investments (REIT’s, Managed Futures, Variable and Fixed Annuities, Structured Notes)
