Services

From our initial meeting together, we work closely with you every step of the way to develop an appropriate course for your financial future.

Meet and Discover: We begin by gathering data as part of a holistic review of the various components of your financial life. Our objective is to create an accurate “you are here” picture as it relates to your current investments and assets, insurance strategies, retirement planning, business succession, and estate planning. We also want to understand any appropriate unique or special circumstances that are part of your life.

Goal Setting: What is important to you and what are you trying to accomplish? After your goals have been identified and combined with the data from the holistic review, we can start to identify potential gaps and opportunities in your plan.

Prepare and Recommend: After the data has been gathered and goals identified, we construct a comprehensive financial program, offering strategies we feel are appropriate for your specific needs.

Implement and Monitor: Once we have reviewed your options with you, we put into action the strategy you chose, then observe its performance and make adjustments as needed. We maintain regular and consistent contact with you to ensure your plan is on track to addressing your goals.

• Retirement Planning
• Investment Planning
• Education Planning
• Employee and Executive Benefits Planning
• Risk Management Solutions
• Estate Planning
• Tax Management