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:

• Retirement planning
• Estate planning and wealth transfer strategies
• Education funding strategies
• Tax planning
• Budgeting and cash flow
• Objective insurance reviews
• Buying a primary or second home
• Starting your own business
• Establishing charitable legacies
• Tax deferred employee plans
• Maximizing employee benefits
• Asset allocation
• Investment design and selection
• 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 comprehensive financial planning
- Retainer program for those clients who desire ongoing advice and consultation