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Services

Services

Initial Consultation & Next Steps

To give the most sound and helpful advice, we need to take the time to get to know you and your individual situation. Likewise, you need to understand our philosophy and process before you can be comfortable working with us. This is done during our initial consultation.

Once we’ve determined that a fit exists between you and our team, we will present you with a detailed proposal for the services which suit your needs.

Comprehensive Financial Planning

Comprehensive Financial Planning is the process of considering all of the facets of your financial life and how they relate to one another. This will be different for each person, but the common elements will be cash flow, education funding, retirement, taxes, insurance and estate planning.

  • Long-Term Goal Funding
  • Retirement Income Analysis
  • Social Security Optimization
  • Pension Optimization
  • IRA, 401(k) & 457 Rollover Strategies
  • Educational Planning

Investment Management

Investment Management
Our investment philosophy emphasizes the reduction of risk through diversification. We will work with you to determine your individual risk tolerance and objectives. Then together, we will select the investment vehicles and strategies to help you pursue those objectives.

  • Advisory Services
  • Strategic Asset Management
  • Securities
  • Annuities
  • Integrated Portfolio Management
  • IRA, 401(k) & 457 Rollover Strategies

Risk Management

Risk Management
Reaching a milestone in life often brings new responsibilities. Risk management is the application of resources to minimize the impact of unfortunate events. We can help you identify, prioritize and protect against the risks to your financial well-being and that of your family.

  • Life Insurance Needs Analysis
  • Disability Insurance
  • Long-Term Care Planning
  • Asset Protection Strategies
  • Mortgage Insurance
  • Pension Maximization

Estate Planning

Estate Planning
You’ve spent a lifetime saving and planning to do what’s best for your family. The purposes of estate planning are to ensure that your wishes are done and to give you the peace of mind that your family will be taken care of in the future.

  • Wealth Preservation & Transfer
  • Charitable Giving
  • Beneficiary Review
  • Trust Services
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