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Personal Services

We provide a full array of comprehensive personal financial services. Feel free to contact us for a complimentary initial consultation or brief introductory conversation to determine how we might collaborate with you toward achieving your financial goals.

Planning Services

  • Financial Planning
  • Wealth Management
  • Retirement Income Planning
  • Estate Planning Strategies
  • Charitable Giving Strategies
  • Protection Planning (through life and disability insurance)
  • Legacy Planning

Investment Services

We begin by getting a clear understanding of your overall financial 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:

  • Individual Stocks and Bonds*
  • Fee-based Managed Accounts
  • Mutual Funds and ETFs
  • Fee Based Financial Planning Services
  • IRAs, Roth IRAs
  • 529 Plans
  • Fixed and Variable Annuities
  • Alternative Investments: various REIT & Energy offerings

Insurance Services

We discuss with you the numerous protection options available that would best suit you and your families needs. 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:

  • Life Insurance
  • Disability Income Protection
  • Long-Term Care Insurance
  • Business Income Continuation, Succession and Estate Planning strategies

College Savings Plans

One financial goal that most parents share is a college education for their children. With college costs increasing at a faster rate than general inflation, saving for college can be a daunting task. You can, however, pursue this important financial goal by establishing a college fund and taking action today.

  • 529 Savings Plan
  • Coverdell Education Savings Account
  • Tax-Deferred Plans

*General securities are offered on an unsolicited basis.

Any discussion of taxes is for general informational purposes only, does not purport to be complete or cover every situation, and should not be construed as legal, tax or accounting advice. Clients should confer with their qualified legal, tax and accounting advisors as appropriate.