Our Services

For Individuals:

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

  • Social Security
  • Retirement strategies and income preservation
  • Lifetime Cash-Flow
  • Estate conservation and preservation
  • College Funding

Our independence allows us to work for You!  We do the reseach for you to enhance and provide a balance that fits your long-term needs.   If needed, we can also provide Lifetime Income options for you and your family. 


For Businesses:

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

Provide guidence on Qualified Retirement Plans.  We work with strategic partners to custom design the right plan or combination of plans for you and your company.  We work directly with the Third Party Administrators that will provide plan designs that help reduce overall plan costs while maximizing owner contributions.

We'll work directly with your CPA or Attorney to address those important issues facing all of us to ultimately provide you and your business partners the peace of mind.