Individual Client Services
Our clients always come first. Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives, and execute a financial program utilizing the following services:
Financial Planning - Financial planning requires ongoing attention and care to be successful. Finding and monitoring just the right mix of financial services that allow you the flexibility you want and the stability you need.
Retirement Planning - Making the most of your employee-sponsored retirement plans and IRAs. Determining how much you need to retire comfortably and managing assets before and during retirement.
Wealth Transfer - Helping to preserve what it has taken you a lifetime to accumulate. Reviewing your wills, trusts, and beneficiary designations. Reducing exposure to estate taxes and probate costs in order to preserve your estate for your intended heirs. Coordinating your financial plan with your tax and legal advisors.
Investment Management - Determining your risk tolerance and constructing a portfolio of investment vehicles geared towards assisting you in achieving your goals. Ongoing portfolio monitoring helps ensure your portfolio is continually aligned with states goals and provides the ability to your needs.
Education Funding - Recommending investment and accumulation strategies to help fund your children's and/or grandchildren's educations.
Tax Management - Looking for ways to reduce your current and future tax burden to ensure you don't pay a penny more than the law requires. Referring you to qualified insurance specialists.
Risk Management - Reviewing existing insurance policies to determine the best fit for your situation and recommending policy changes when appropriate. Referring you to qualified insurance specialists.
Long-Term Care - Helping you plan ahead for the possibility of needing long term care, as having a plan in place can be the difference between financial security and devastation.
