services

Investment Management 

We build customized, unique portfolios for each client based upon their goals, life-stage and risk tolerances.  We spend time getting to know you so that we can develop the best investment solutions to meet your specific goals.  Our investment process is designed to provide growth to meet long term goals and but also seeks to protect in the short term and to seek out shorter term strategies that capitalize on current trends or macro economic conditions. 

So whether you are in the process of accumulating wealth, about to enjoy it in retirement, or in the twilight of your retirement, we can assist in helping you reach your financial goals.

 

Financial
Planning 

Our comprehensive financial plans provide a road map to guide you on your financial journey.  A financial plan is not simply related to investments, it is a coordinated review of all aspects of a person’s financial affairs.  A complete financial plan includes a review and analysis of the following:

  • · Analysis of Assets, Liabilities and Cash Flow
  • · Investment Portfolio Review
  • · Income Tax Review
  • · Retirement and/or Education Savings Plans Review
  • · Insurance Review
  • · Estate Plan Review

 

We gather information on the above components and work with you to develop a comprehensive plan and related strategies.  Our goal is to provide solutions to your needs and assure that you achieve your financial objectives. 

 

Other services Included:

Whether you need help designing a retirement plan, evaluating or replacing your existing plan, or simply wish to add an Employee Assistance Program to you current plan, we can assist small business owners find the best solutions for their workforce.

insurance

 

annuities

 

consulting