Our Services

  • Retirement Planning - Assistance in managing your employer sponsored retirement plan and/or IRA.  Managing your assets both before and after retirement.
  • Tax Management - Provide information regarding tax-efficient investment strategies.  Introductions to qualified tax specialists.
  • Estate Planning - Reviewing your wills and trusts.  Seeking to help you preserve your estate for your intended heirs.  Coordinating with your tax and legal advisors.
  • College Planning - Recommending investment strategies to help fund your child's or grandchild's education.  Products include 529 college savings plans, Coverdell education savings accounts and UGMA/UTMA custodial accounts.
  • Life Insurance - Reviewing existing life insurance policies for opportunities to lower annual premiums or increase current death benefit amounts.  Determining appropriate coverage amounts.  Products include term, universal, variable and whole life insurance.
  • Investments - Helping to define your risk tolerance.  Recommending  investment vehicles that  may include annuities, bonds, exchange traded funds (ETF's), mutual funds, professionally managed portfolios, stocks and unit investment trusts (UIT's).