Financial Services We Offer

Our expertise encompasses a broad spectrum of services geared toward individuals and business owners.

For the Business Owner

In-depth analysis of your financial situation and current assets.

Assessment of employee benefits programs: group health, life, and long-term disability insurance, pension, profit-sharing and deferred compensation plans.

Evaluation of business insurance programs, including buy-sell agreements, key employee insurance, and estate planning.

Work together with you to simplify the complexities of your business and financial life by allowing you to focus on managing your wealth in a systematic way for the long-term.

For the Individual

Analysis of your current financial situation.

Establishment of personal objectives.

Evaluation of your retirement plans, IRAs, college savings plans and insurance plans.

Work together with you to simplify the complexities of your financial life by allowing you to focus on managing your wealth in a systematic way for the long-term.

Financial Planning

Investment Planning

Retirement Planning

Small Business Planning

Life Insurance Planning

Traditional & Roth IRAs

College Savings Plans

Tax Sheltered Accountants

401(k) Plans

Estate Planning

Disability Insurance

Long-Term Care

Our Wealth Management Process

Our approach to assisting you in the identification of your financial objectives is based on a solid foundation of five disciplined steps and procedures.

1_ To Start.. We Begin By Listening

We spend time getting to know your goals and objectives before developing a suitable investment strategy.Through a personal interview process, we identify your short and long-term financial objectives. We discuss your current financial situation and where you would like to be at defined points in time as well as the level of risk with which you are comfortable.

2_ Developing Your Customized Plan

We will thoroughly analyze the information you have provided. We will review the data and formulate specific recommendations to help you achieve your goals. We consider your investment preferences, income and liquidity needs and the tax situation and circumstances of your family. From here, we prepare a plan tailored specifically for you.

3_ Presenting Your Plan

We will thoroughly analyze the information you have provided. We will review the data and formulate specific recommendations to help you achieve your goals. We consider your investment preferences, income and liquidity needs and the tax situation and circumstances of your family. From here, we prepare a plan tailored specifically for you.

4_ Executing Your Plan

At this point, we can develop an action plan to implement any of the recommendations you decided to move forward with. You decide how to prioritize your financial goals. Again, this is your personalized plan.

5_ Monitoring and Ongoing Review

Based on your individual circumstances, we will meet with you to review your planning strategies as your financial situation or family circumstances change, and to review progress against the action plans. In addition, we are always available to answer any client questions that may arise.

Complimentary Introductory Meeting

During a complimentary session, we will determine if our firm can provide the services required to help meet your financial planning and investment management needs.

This initial meeting will provide an opportunity for you to present an overview of your financial situation and expectations. We will discuss your goals and any concerns you have about your financial future.

Without obligation we can discuss your financial objectives and provide you a basic understanding of the steps necessary to help you achieve your goals. Please contact our office to schedule your complimentary introductory meeting.

Providing Personalized Service & Attention

You need a financial advisor who is as passionate about your dreams as you are, someone who will take the time to get to know you – not as just another account – but someone who “connects” with you. Our goal is to form a long-term relationship by working one-on-one with you to help you discover and define your personal goals, and then to devise a plan that may help you achieve them.

Comprehensive Wealth Planning

Are you well invested? Wondering if there’s a better way? Today’s investment environment is more complicated than ever. At this stage in your life, you may require a higher degree of customization and advice regarding your growing investments and desire for financial independence.

Our mission is to stand beside you – to help make wealth management simpler for you. Our firm has helped clients – just like you – to develop a flexible wealth plan that’s designed to help achieve your financial goals.

We Are an Independent Firm

As independent registered representatives, we are not pressured by a parent company to direct you into their “in-house” financial products. We have the freedom to provide you with a wide variety of investment choices that the financial services industry has to offer.

With our extensive resources and comprehensive wealth management services, we can help keep you moving forward through each stage of your wealth management plan. We function in a totally unbiased atmosphere where the only factor in our decision-making is what is best for you.

Our Areas of Expertise

Our firm specializes in wealth management consulting – developing long-term investment strategies for investors. We take an objective and unbiased approach, tailoring each plan based on such questions as:

How should my money be invested?

How much money should I save for retirement?

What if I wish to help my children/grandchildren attend college?

What should I do with my company retirement plans?

How do I know if my insurance program is adequate to protect my family and myself in the areas of long-term care and life insurance?

What are the different strategies to transfer my wealth to my heirs?

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