Our Services

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:

• Wealth Management
• Brokerage Accounts
• Individual Stocks, Bonds, Mutual Funds, and Exchange Traded Funds
• 529 Plans/College Funding Strategies
• Fixed, Variable, and Index Annuities
• Individual, Roth, SEP, and Simple IRAs
• Alternative Investments

We discuss with you your general attitudes towards risk, underline various risks and review the options to manage and/or mitigate these risks. 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:

• Long Term Care Insurance
• Life Insurance
• Disability Insurance
• Medicare Advantage, Supplements and Part D Plans
• Succession and Estate Planning Strategies
  

We work with your trusted business advisors to help create a financial roadmap that ensures the long-term success of your business. Our goal is to help you stay focused on the task at hand: running your business. We offer the following business solutions:

• Qualified Retirement Plans, Pension, and Profit Sharing Plans
• Executive Benefits
• Corporate Financial Planning
• Group Insurance (Health, Dental, Disability, Life, Ancillary)
• Business Income Continuation