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Our Services

Once your goals have been established, we will customize appropriate strategies to suit your goals and objectives. We can help you execute a sound financial program utilizing the following products and services:

Retirement planning

Making the most of your employer-sponsored retirement plans and IRAs. Determining how much you need to retire comfortably. Managing assets before and during retirement.

Tax management

Looking for ways to help reduce your current and future tax burden. Referring you to qualified tax specialists.

Estate planning

Reviewing your wills and trusts. Helping preserve your estate for your intended heirs. Helping with beneficiary designations. Reducing exposure to estate taxes and probate costs. Coordinating with your tax and legal advisors.

Risk management

Reviewing existing insurance policies. Recommending policy changes when appropriate. Finding the appropriate policy for your situation.

Education funding

Recommending investment and accumulation strategies to help you pay for your children's education.

Investment Planning

Determining your asset allocation needs. Helping you understand your risk tolerance. Recommending the appropriate investment vehicles to help you address and work towards your goals.

High Net Worth Clients ($5 million dollars or more of investable assets)

Our advisors have a relationship with LPL Financial and their Private Client Team which allow us to provide high-net-worth clients with the analysis, guidance, implementation and on-going review that they need and expect for their specific situation.

Employee and executive benefits

Helping your business attract and retain qualified employees through benefit packages.

Download Our Free Ebook

If you're like 93% of Americans, you're looking forward to retirement. But are you really prepared for what lies ahead? Our free ebook can help you find out. Register today to receive your copy of "Retire Happy: A Simple Guide to Your Next Big Adventure."