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 StrategiesA 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 StrategiesIncome Planning StrategiesCollege Planning StrategiesEstate Planning StrategiesCash Flow Analysis StrategiesInsurance Planning StrategiesWealth ManagementWe strive to develop a portfolio that produces an appropriate diversification based on your individual goals and risk tolerance. We utilize:BondsStocksExchange Traded Funds (ETFs)Mutual FundsGovernment SecuritiesBrokerage AccountsAlternative InvestmentsVariable AnnuitiesBusiness Planning StrategiesWe help you tackle some of the financial complexities of running a business, including:401(k) and 403(b) PlansGroup BenefitsTraditional, SIMPLE, Roth, and SEP IRAsDefined Benefits PlansProfit Sharing PlansExit PlanningSuccession PlanningBuy-Sell AgreementsWe 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.