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Individual Services

We are committed to helping our clients navigate an ever-changing financial world. Using a variety of strategies, we provide you with the knowledge and expertise you need to manage your entire financial picture.

  • Comprehensive financial planning
  • Customized investment solutions
  • Sophisticated asset allocation
  • Financial care for elderly parents
  • Planning for a child with special needs
  • Leaving a legacy for the next generation
  • Protecting the ones you love against the unforeseen
  • Maximizing your income in retirement
  • Tax strategies for your estate plan
  • Charitable giving strategies
  • Preparing for your health & medical needs
  • Planning for income supplementation if unable to work
  • Building a customized path for college tuition

 
Financial Planning Services 

  • Financial Planning & Wealth Management
  • Retirement Income Planning
  • Estate & Legacy Planning
  • Charitable Giving Strategies
  • Protection Planning (through life and disability insurance)


Investment Services
We'll work with you to build a diversified portfolio of assets based on your financial strategy, risk tolerance, and lifestyle. 

  • Individual Stocks and Bonds*
  • Fee-based Managed Accounts
  • Mutual Funds and ETFs
  • Fee Based Financial Planning Services
  • IRAs, Roth IRAs
  • 529 Plans
  • Fixed and Variable Annuities
  • Alternative Investments: various REIT & Energy offerings


Insurance Services

  • Full Review of Trusts, Policies and Beneficiaries
  • Life Insurance
  • Disability Income Protection
  • Long-Term Care Insurance
  • Business Income Continuation, Succession and Estate Planning strategies


College Savings Plans

  • 529 Savings Plan
  • Coverdell Education Savings Account
  • Tax-Deferred Plans

*General securities are offered on an unsolicited basis.