Our Services

For Individuals:

Professional, customized Financial and Estate Planning. Helping you with wealth accumulation and preservation strategies. 

We work with our clients to develop their own customized Financial and/or Estate plan.  We walk you through a step-by-step process that will help make you feel confident in your decisions. 

 

Based on your goals and objectives, we will develop  appropriate strategies to suit your vision and initiate that plan.

Areas we address include:

  • Investment alternatives
  • Retirement strategies and income preservation
  • Lifetime Cash-Flow
  • Estate conservation and preservation
  • College Funding
     

We work with both traditional fixed# and investment* based products & services to provide a balanced overall portfolio.    Lifetime "Cash-Flow" options also available. 

 

For Businesses:

For owners, Business Continuation and Succession plans.  Buy /Sell Agreement funding and Key Personnel retention plans are also available.

Qualified Retirement Plans such as 401(k), SIMPLE Plans and Defined Benefit Plans.  We work with strategic partners to custom design the right plan or combination of plans for your company.  We work directly with the Third Party Administrators that provide plan designs that help reduce overall plan cost while maximizing owner contributions. 

We also offer other plan designs... all customized to provide employee retention and maximize retirement funding for owners and employees.

 

#  However, investment based accounts do not provide any guarantee of profits or protection against loss.  As with any investment based accounts, past performance is not a guarantee of future results.

*  Fixed based products may provide some guarantees of both principal and accumulated interest earnings.