Our Service

Whether you are an individual or a business, you are faced with financial challenges and opportunities every day. Because your financial well-being is our goal, we will provide you with the answers you need to meet those challenges and take full advantage of the opportunities.

Topics on which we most commonly provide advice are:

• Investment design and selection
• Asset allocation
• Retirement planning
• IRAs and tax deferred employee plans
• Maximizing employee benefits
• Tax planning
• Estate planning
• Budgeting and cash flow
• Education funding strategies
• Buying a primary home or other property
• Starting your own business
• Establishing charitable legacies
• Unexpected situations such as employment loss, divorce, and illness

We offer three levels of service:

- Hourly consulting, when you have a few key issues or need a second opinion
- Project consulting, when you desire a full financial plan
- Investment management, for those clients who desire complete professional guidance (includes financial planning services)