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Our Services

In developing a customized financial solution, we will walk you through a step-by-step process that will help you feel confident in your decisions. 


The process begins by establishing what your retirement vision looks like. Together we will determine what type of resources your vision will require, and how we will go about realizing this vision. Our experience working with employer sponsored retirement plans gives us the specialized knowledge to show you how to maximize the benefit you receive from your employer's plan. And if you are a business owner, we can help you pick the best plan to offer your employees.

Money Management

A comprehensive analysis is conducted to identify the circumstances which are most pertinent to your objectives. Each situation will be evaluated, taking into consideration such factors as risk tolerance, income or liquidity requirements, tax efficiency, diversity of investments, and the length of time the assets will be invested.

Insurance & Risk Management

Long Term Care and Disability insurance are vital components to your planning process. We are extremely well positioned to assist you in designing and deploying the appropriate strategy for your own personal or business circumstances.

Employee & Executive Benefits

Attracting and retaining exceptional employees is mission critical in the challenging business environment that we live in today. New regulations and greater transparency make this an ideal time to evaluate your present benefit and incentive programs. Our assessment can identify the true cost of your existing plan. The tools and information we provide make it easy to answer the big question... " Are we getting the greatest value for our investment in these plans?"

Tax Efficient Investing

Investing with proper tax efficient strategies can help to defer, manage and reduce taxes. As appropriate, we will coordinate with your existing trusted advisors or provide a referral.

Trusts & Wealth Transfer

Now more than ever, Estate preservation is becoming the topic of conversation, and not just for the fabulously wealthy. Skyrocketing long-term care costs are decimating legacys across the spectrum, but they are particularly burdensome at the lower and median end of the scale. We can prepare a plan to protect your family's legacy today.

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.   |  (315) 287-7878