Services Provided

Our firm specializes in helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.

We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being.

We provide the following:

Independent, unbiased advice
No proprietary investments
Full disclosure of all fees
Offering choices so that clients can make fully informed decisions
19+ years experience in investment industry, spanning up & down markets

Customized Investment Management

Charged on a fee-basis (% of assets in account)

Investment Banking, Alternative Investments and traditional brokerage available

Access to Institutional Money Managers

Tax-Managed Investing

Business Planning

Consulting Services focused on achieving business goals

Customized retirement plan design which allows for greater contributions for an owner compared with standard designs

Tax efficient strategies for rewarding, recruiting, and retaining key employees

Utilize pretax dollars to pre-fund post retirement medical expenses

Lending services available

Hourly Advice

Retirement Income Needs Analysis

Investment Research

401k Asset Allocation

Cash Flow Planning

Insurance Analysis & Review

Business Succession Planning

Charitable Giving Analysis

Estate Planning

College Planning