Our Services

Our mission is to assist you in reaching your financial goals. Throughout the process, our commitment to you continues to be the focus of our relationship as we work together to create a legacy designed to last a lifetime. We conduct an initial consultation at no charge to assess your fit with our practice.

• Financial Plans - We will evaluate your entire financial situation and assist you with the implementation of recommended changes, if any. This review forms the basis for all future work we undertake on your behalf.


• Asset Management - We will oversee the investment management of your assets according to a jointly developed investment policy statement.


• Pre & Post Retirement Planning - The focus of pre-retirement planning is to help ensure that you accumulate enough to retire when you want and in the style you want. Post-retirement planning centers on the distribution of your retirement assets in a tax-efficient manner and to help ensure that your funds last throughout your lifetime.


• Estate Planning - We will assist you in preparing for the final distribution of your assets to your chosen heirs. We will work with you and your attorneys to assure that your assets are structured according to the terms of your Will or Trust.


• Stocks & Bonds - Stocks and bonds may be purchased through a brokerage account on a fee basis for assets under management.


• Risk Management - As part of the overall planning strategy, we will evaluate your financial position to identify areas of vulnerability and to recommend solutions to reduce your exposure to these threats.  This will include a review of your insurance portfolio.


• Pension Planning - We can design and establish retirement programs for individuals and small businesses. Our focus is to maximize the sheltering capabilities of our clients while minimizing the costs.