Services

Making the most of employer-sponsored retirement plans and IRAs. Determining how much is needed to retire comfortably. Wealth accumulation and distribution strategies.

• 401k Allocation Investment Analysis
  
• IRAs- Roth IRAs
  
• Wealth Accumulation
  
• Wealth Transfer to Heirs

Looking for ways to reduce current and future tax burden. Working with qualified tax specialists.

• Stock Option Planning
  
• Tax Planning
  
• Tax Reducing Strategies
  
• Wealth Strategies

Reviewing existing insurance policies. Recommending policy changes when appropriate. Finding an appropriate policy for your situation.

• Legacy Planning
  
• Risk Management
  
• Life, Disability & Long Term Care Insurance

Recommending investment and accumulation strategies to help pay for children's and grandchildren's education.

• College Savings Plans (529)
  
• Custodial Accounts
  
• Educational IRA’s

Determining asset allocation needs. Helping understand risk tolerances. Recommending the appropriate investment vehicles to help work toward your goals. Helping to prepare an Investment Policy Statement.

• Asset Allocation Portfolios
  
• Fixed Annuities/Variable Annuities
  
• Institutional Managed Portfolios
  
• Stocks, Bonds & REITS

Helping businesses attract and retain qualified employees through benefit packages.

• 401K Plans
  
• Individual Health Plans
  
• Group Benefits
  
• Rollovers (Pension, 401k, etc.)
  
• Small Business Retirement Plans

Coordination with respected attorneys and CPAs to provide a team approach to setting up an estate, determining tax reduction strategies and assessing insurance needs.

• Estate Planning
  
• Living Wills
  
• Medicare/Medicaid
  
• Power of Attorney
  
• Tax Planning
  
• Trust Review

We conduct various educational events and hold financial classes at local colleges.

• Classes at Local Colleges
  
• Corporate Lunch & Learn
  
• Group Workshops
  
• Market Update Meetings