Insurance Services

Every insurance policy should fill a specific need; these needs are most accurately assessed when combined with thorough financial planning. We personally place policies with clients to insure that we use the policies that best address their needs. Being affiliated with one of the largest...

Investment Management

Our investment philosophy is born out of an understanding about what makes institutions better investors historically than individuals. We utilize managers and programs that embrace these differences. Our Philosophy Includes Positioning yourself to benefit from the markets over the long term, not to...

Estate & Trust Planning

No matter how large an estate you plan on leaving to your loved ones or to charity, early estate planning can make a huge difference in what actually passes on after probate and taxes. Planning may be as simple as making sure your IRA beneficiaries are listed correctly to more complex trust work. We...

College Funding

Some of the biggest financial planning mistakes we see relate to how parents approach financing their child's education. Often they treat saving for college like saving for retirement, accumulating as much as they can without regard to how it will affect their expected family contribution or their...

Financial Planning

How much should I put in my 401k? Am I taking full advantage of owning my own business/practice? What is the best plan to pay down my debt? How much should I pull from my IRA in retirement? We make good money; why does it seem like we save so little? How do I save for my retirement and my kid's...

There are many financial products in the market, and so choosing the ones that best meet an individual client’s needs can be complicated.  Informed decisions about the products in any portfolio are best made after an assessment of individual needs. After meeting to do this, you are better informed when the time comes to choose from a comprehensive suite of products and services and select those that address your unique situation.

Products and services include:

  • Solo 401(k)
  • Advisory Accounts
  • 401(k) retirement plans and Individual Retirement Accounts
  • 529 qualified tuition plans
  • Annuities
  • Mutual funds
  • Certificates of Deposit
  • U.S.Treasuries Securities
  • Group retirement and savings plans
  • Simplified Employee Pension Plans
  • Qualified Retirement Plans
  • Other retirement savings plans designed specifically for employee groups
  • Life insurance
  • Long-term care, disability and critical illness