Our Services

We specialize in forming lifelong partnerships with our clients by providing quality planning and investment advice, along with excellent client service. These are the main services we provide for our clients:

  • Investment advice (strategies, investment selection and implementation)
  • Retirement planning (income projections, social security, net worth analysis, budgeting)
  • Financial planning (evaluating your financial position, investment and analysis, real and liquid assets)
  • Business retirement plans (401(k) plans, SEP IRAs, SIMPLE IRAs and other plan types)
  • Business consultants (acting as a pension plan fiduciary, benchmark reporting)
  • Strategic Investment Tax Planning (stock options, tax harvesting, plan selection, plan funding)
  • Investment advice for individual participants in a company plan (401(k), 403b, 457 type plans)
  • College planning (projections, tax strategies and account selection)

Wealth management entails a careful blend of investment expertise, client understanding and dedication to achievement. If needed, we introduce you to experts we know and trust in the areas of accounting, estate planning, insurance, real estate and lending, if any of these fields are relevant to your situation.  We act as the team coordinator to ensure that you optimize your family legacy.

overlapping circles with service areas