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Our Services

Wealth Management

Wealth Management

We begin by getting a clear understanding of your overall financial goals and your goals for each investment account. We discuss your investment preferences and concerns, your attitudes toward risk and your time frame for the assets in each account. To implement your various investment strategies, we'll work with you to build appropriately diversified portfolios, with access to the following:

  • Individual Stocks and Bonds
  • Mutual Funds and ETFs
  • Fee based Managed Accounts
  • IRAs, Roth IRAs
Planning Services

Planning Services

  • Financial Planning
  • Wealth Management
  • Retirement Income Planning
  • Estate Planning Strategies
  • Charitable Giving Strategies
  • Protection Planning (through life and disability insurance)
  • Legacy Planning
  • Fee Based Financial Planning Services
Insurance Services

Insurance Services

We discuss with you your general attitudes toward risk, underline various risks and review the numerous options to manage and / or mitigate these forms of risk. We will perform a full policy and beneficiary review, as well as the review of trusts that may own certain policies. We can offer access to the following solutions:

  • Life Insurance
  • Disability Income Protection
  • Long-Term Care Insurance
  • Business Income Continuation, Succession and Estate
  • Planning strategies
  • Annuities
Employee Benefits

Employee Benefits

We provide a consultative review of all your employee benefits, looking to ensure that any benefits offered are fulfilling their intended purpose and are the most cost-effective available. We can propose solutions in the following areas:

  • 401(k) Plans: Safe-Harbor, Cross-Tested and New Comparability Designs
  • 403(b) Plans
  • Profit Sharing Plans
  • SEP IRAs
  • SIMPLE Plans
  • Executive Deferred Compensation Plans
  • Cash Balance Plans: integrated design with Defined Contribution Plans
  • Group Insurance*
  • Health and Dental Care*
  • Life Insurance
  • Short Term and Long Term Disability Income coverage
  • Long Term Care insurance

*Some insurance products are offered through unaffiliated insurers.

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