OUR SERVICES

We serve individuals and businesses in all areas of financial and tax management, including:


  • Retirement Planning

    Helping you with your employer-sponsored retirement plans and IRAs. Determining how much you need to retire comfortably. Managing assets before and during retirement.

     
  • Tax Management 

    Addressing your current situation to ensure you are not paying more than needed.  

     
  • Estate & Legacy 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 legal advisors.  Legacy planning includes the transfer of knowledge to the next generation.

     
  • 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 address your children's education expense needs.

     
  • Investment Planning

    Determining your asset allocation needs. Helping you understand your risk tolerance. Recommending appropriate investment vehicles designed to help you reach your goals. 

     
  • Distribution Planning

    Distribution planning is a critical component when considering the risks of longevity, inflation, rising health care costs and the economy.  A well-developed financial plan includes a flexible distribution strategy.   

     
  • Long Term Care & HSA Planning

    Analyzing a client's individual need for long term care insurance or HSA benefits..