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Our Services

We are an independent firm committed to helping you BUILD, PROTECT, and TRANSFER your wealth.  Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.  And the great thing is, our independence allows us to offer you straightforward investment advice with YOUR goals as benchmarks. 

We can help you answer questions such as:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s a good approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Wealth Management

WE CAN HELP you develop and implement a comprehensive investment plan strategy so you can achieve long-term financial objectives.  We know the stresses in life associated with daily living, having children, preparing for college, planning for weddings, etc.  We want to help you plan for these events so you can worry less, and enjoy life more.

Our Wealth Management Services include:

  • A financial review
  • Defining investment objectives
  • Evaluating assets/liabilities
  • Determining risk tolerance
  • Assistance in drafting Investment Policy Statements (IPS)
  • Recommending appropriate investment portfolio allocation
  • Recommending alternative investments
  • Assisting with IRA rollovers
  • Estate planning
  • Life insurance planning
  • Ongoing review and analysis of investment objectives and progress

Retirement Planning

WE CAN HELP you customize and tailor your retirement plan to fit your specific goals and objectives, yet leave it flexible enough to evolve with you over the course of your lifetime.  Each of us is personally responsible for creating and maintaining our own personal retirement plan.  Your plan should be structured to provide adequate income to cover expenses during a retirement that may last 30 years or more and will need to keep ahead of inflation. 

Our Retirement Planning services will help you answer questions such as:

  • Am I saving enough for retirement?
  • How much money will I need in order to retire?
  • How will inflation affect my income during retirement?
  • When will I be able to retire?
  • What are my current social security projections?
  • What are the 4 stages of retirement?
  • How can I distribute my funds appropriately?


HAVE A QUESTION?  Send us an e-mail and we'll get back to you!

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