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Our Services

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.

Our site is filled with educational videos, articles, slideshows, and calculators designed to help you learn more. As you search our site, send us a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.

Check out this link to an article from one our strategic sponsors called A Close Look at the Value of Your Financial Advisor.

Investment Advisory Services

  • Review goals and objectives
  • Review of individual holdings and money managers
  • Risk tolerance analysis
  • Cash flow analysis/income management
  • Asset allocation
  • Due diligence and research
  • Systematic and opportunistic portfolio rebalancing
  • Portfolio tax optimization
  • Performance reporting
  • Tax and cost basis reporting
  • Required Minimum Distribution (RMD's) management
  • Coordination with CPA's

Financial Planning Services

  • Development of personalized financial plan
  • Retirement needs analysis
  • Income distribution planning
  • Social Security optimization
  • 401K/403b analysis
  • Estate planning
  • College planning
  • Tax planning
  • Insurance and risk management planning
  • Legacy planning
  • Collaboration with Attorneys and other professionals
  • Systematic financial plan reviews and updates

Other Services -As Needed

  • Gifting strategies
  • Trust integration
  • Charitable giving tax strategies
  • Real Estate planning
  • Divorce settlement planning
  • Pre-marital agreement planning
  • Career exit planning
  • Executive compensation strategies
  • Business succession planning
  • ESOP's
  • Buy-sell agreement funding options
  • Concentrated stock position planning
  • Retirement plan design and implementation