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Our Services

We recognize that every client is different, and comes to us for their own reasons and at varying times in their lives.  Our process is designed to help each one navigate from wherever they are towards their goals.  No two plans are identical and will require different actions and implementation strategies.  With that in mind, we know it is important to stay current on the trends and developments in the financial world.  We strive to be extremely well-versed in each of the following areas.  We do not claim to be experts in everything, though.  In many cases, we will recommend that our clients visit one or more allied professionals for a deeper dive into certain financial areas.

Investment Types

  • Managed Portfolios
  • Mutual Funds
  • Bonds
  • Common Stock
  • Educational IRA
  • Brokerage Accounts
  • Treasury Bills
  • Government Securities
  • Variable Annuities

Insurance

  • Disability Income
  • Life Insurance
  • Long Term Care
  • Individual Health
  • Group Health
  • Property and Casualty

Account Services

  • Check Writing
  • Brokerage Account Debit Card
  • Margin
  • Individual Retirement Accounts
  • Roth, Traditional
  • Small Business Retirement Plans
  • SEP, SIMPLE, SoloK
  • Company Retirement Plans
  • 401k, 403b, Profit Sharing, MPP

Financial Planning

  • Retirement Planning
  • Tax Planning
  • 401k/403b Planning
  • Education Planning
  • Elder Care, Asset Protection and Estate Plans
  • Cash Flow/Money Management