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.