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What We Do

We are financial specialists dedicated to serving the financial needs of the individual and professional communities. Our specialized approach focuses on risk management and asset protection. While growing assets is important, we are primarily concerned with limiting losses and helping our clients feel confident in their investment strategies. We can help you with:

Financial Planning Strategies

A financial roadmap can help you chart a course between where you are today and where you want to be tomorrow. We can assist with:

  • Retirement Planning Strategies
  • Income Planning Strategies
  • College Planning Strategies
  • Estate Planning Strategies
  • Cash Flow Analysis Strategies
  • Insurance Planning Strategies

Wealth Management

We strive to develop a portfolio that produces an appropriate diversification based on your individual goals and risk tolerance. We utilize:

  • Bonds
  • Stocks
  • Exchange Traded Funds (ETFs)
  • Mutual Funds
  • Government Securities
  • Brokerage Accounts
  • Alternative Investments
  • Variable Annuities

Business Planning Strategies

We help you tackle some of the financial complexities of running a business, including:

  • 401(k) and 403(b) Plans
  • Group Benefits
  • Traditional, SIMPLE, Roth, and SEP IRAs
  • Defined Benefits Plans
  • Profit Sharing Plans
  • Exit Planning
  • Succession Planning
  • Buy-Sell Agreements

We feel it's important to coordinate with other financial professionals, such as attorneys and CPAs, to take a holistic view of your situation. Contact us today to get started.