Our Services

Our Practice is built on assisting you with identifying and addressing financial planning objectives and with the implementation of financial planning strategies. Our areas of focus are as follows:

RETIREMENT INCOME PLANNING

We will utilize our resources to craft an efficient income strategy that takes into consideration your changing needs during retirement, as well as your legacy and estate objectives.

INVESTMENT CONSULTATION

With an understanding of your goals, your tolerance for risk and your time horizon, we will work with you to create a long-term investment strategy utilizing one or more of a variety of investment platforms.

• Retirement, Non-Retirement & Trust Accounts
  
• Mutual Funds, Exchange-Traded Funds, Individual Securities & Unified Managed Accounts
  
• 529 Education Savings Plans
  

RISK MANAGEMENT

Insurance strategies and opportunities for family protection, estate preservation, and business planning.

EXECUTIVE & CORPORATE BENEFITS

We will customize a plan to maximize the risk management and retirement savings opportunities available to you as a business owner.

Non-Qualified Plans:

• Deferred Compensation
  
• Executive Bonus Plans (Sec. 162)
  
• Key-Man Insurance
  
• Buy/Sell Agreement Funding & Other Business Continuation Strategies
  
• Corporate-Owned Life Insurance (COLI)
  

Qualified Plans:

• 401(k)/Profit Sharing
  
• Simplified Employee Pension (SEP)
  
• Individual Retirement Accounts (IRA)
  
• Group Insurance
  
• Retirement Plan Rollovers