Services
Custom Strategies for Your Financial Goals
We provide comprehensive personal and business financial services and maintain strategic alliances with CPAs, attorneys, and asset managers throughout our region. Feel free to contact us for a complimentary consultation to determine how we might collaborate with you.
Investment Services
We begin by getting a clear understanding of your overall financial and investment goals. 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:
Managed Accounts
Fee Based Financial Planning Services
Mutual Funds and ETFs
Individual Stocks and Bonds
IRAs and Roth IRAs
Fixed and Variable Annuities
Alternative Investments (Various REIT & Energy Offerings)
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
Insurance Services
When evaluating your risk management needs, we will perform a full audit of existing insurance policies and a 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
We provide a full array of comprehensive personal and business financial services. Feel free to contact us for a complimentary initial consultation or brief introductory conversation to determine how we can work together toward your goals.