Our Services
 

 

For Individuals

While working with individuals to develop a customized financial strategy, we will walk you through a step-by-step process to outline goals and help make you feel comfortable.

Once your goals have been established, we can customize appropriate strategies designed to suit your vision and objectives.  We can help you execute a financial strategy utilizing the following products and services:

  • Comprehensive Financial Planning
  • Financial Consultation 
    • Financial Health
    • Investment Allocation
    • Managing Risk
    • Education
    • Business
  • Annuities
  • Disability Insurance
  • Life Insurance
  • Investments
  • Retirement Planning
  • College Funding
  • Legacy & Estate Planning

For Businesses

We work with businesses to outline goals for your future, reveal gaps you might have in your benefits program, and to help you recruit, reward, and retain key employees.

Once your goals have been established, we can customize appropriate strategies designed to suit your vision and objectives.  We can help you execute a strategy for your business utilizing the following products and services:

  • Retirement Plans (401(k), 403(b), SIMPLE, SEP, etc.)
  • Group Benefits
  • Employee Education (see Seminars/Workshops)

For Business Owners

We work with business owners to ensure they have the peace of mind to focus on their business. We're here to analyze any gaps in long term business sustainability, future retirement goals, succession planning, etc.

Once your goals have been established, we can customize appropriate strategies designed to suit your vision and objectives.  We can help you execute a strategy for your business utilizing the following products and services:

  • Informal Business Valuations
  • Succession Planning
  • Buy Sell Reviews
  • Key Employee Retention & Retirement
  • Legacy & Estate Planning
  • Business Owner Retirement Solutions