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Our Services

We have the ability and experience to handle virtually any aspect of your financial situation. We can help you:

Our Services
  • Analyze your current situation and implement a plan that puts you on a path towards your long-term financial objectives.
  • Open and manage investment accounts (individually or through employers) that help you save for retirement and other financial goals.
  • Provide access to a wide variety of investment options, offering you a broad choice in asset types and fee structures, always with your risk profile in mind.
  • Manage the larger risks in your life through insurance programs that help protect your family, income, and retirement.
  • Prepare for your family’s educational expenses utilizing tax-advantaged accounts.

Service List

Below is a list of the wide array of services we can provide and product options we can give you access to.  How may we be of service to you?

Personal
Wealth Planning

  • Asset Allocation Review
  • Cash Flow Analysis
  • Income Tax Planning
  • Educational Cost Analysis
  • Insurance Needs & Policy Analysis
  • Estate Plan Analysis
  • Rent vs. Own / Buy vs. Lease
  • Mortgage Consulting

401(k), Profit Sharing, Defined Benefits & Cash Balance Plans

  • IRA, Roth IRA, SEP & SIMPLE IRA
  • SEPs
  • Plan Design Assistance,
    Administration Support & Consulting
  • Benchmarking
  • Fiduciary Reviews & Audit File
    Management
  • Plan Participant Education
  • Business Succession Planning

Advisory
Accounts

  • Mutual Fund Wrap Accounts
  • Separately Managed Accounts
  • Active & Passive Strategies

Investment
Programs

  • Stocks, Bonds, Mutual Funds
  • REITs, BDCs & UITs
  • Direct Participation Programs
  • Managed Accounts - Constrained
    & Unconstrained

Insurance Strategies

  • Equity and Fixed Index Annuities
  • Fixed Annuities
  • Variable & Universal Life
    Insurance
  • Term, Whole Life & Disability Insurance
  • Long Term Care Planning

Comprehensive Estate
Settlement Assistance

  • Ownership & Account
    Information Updates
  • Trust Transition
  • Point of Contact for Beneficiaries
  • Survivor/Family Benefit Review &
    Transition

Educational Accounts

  • 529 Plans & Educational IRAs
  • UGMAs & UTMAs

Beyond Our Services

A sound financial plan involves more than just a financial planner. We are happy to work with your professional advisors and consultants to ensure continuity across your entire financial life.

We are also happy to provide appropriate referrals to trusted professionals whose services complement the work we do together, including:

  • CPA Services – Small Business, Non-Profit, Audit Services, Personal Tax Service
  • Attorneys – Corporate, Estate, Family/Divorce, M&A, Medicaid Planning
  • Realtors – Residential, Multifamily, Commercial
  • Bookkeepers – Small Business, Payroll Services

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