How We Work With You

We provide a full line of both individual and business services. Whether your situation requires addressing a specific need or an overall strategy, we can analyze your situation and recommend a course of action.

• How We Can Work Together
• Six Areas of Financial Planning
• Strategic Process

Individual services can include but are not limited to Financial Planning and Retirement Planning, including IRAs and Annuities. Insurance Protection includes Life Insurance, Health Insurance, Disability Income Insurance, Long-Term Care Insurance and Auto/Home/Boat/Liability Insurance. Estate Planning or Conservation helps to minimize taxes, eliminate unnecessary administration expenses, potentially avoid probate and reduce costs*. Educational funding strategies can help send your children to college when that time comes. Investment analysis strategies include Mutual Funds, as well as Asset Management Accounts and Brokerage Accounts.

Our firm also serves families who have children and dependents of all ages and need special care. Our Special Care Planners are knowledgeable in the issues facing parents that need special care.

We offer a wide variety of products specifically tailored to fit your situation. Business Services can include Business Succession Planning, Employee Pension Plans such as 401(k) or 403(b), Deferred Compensation or Defined Benefit programs. Executive Benefit programs include Deferred Compensation, Salary Continuation or Section 162 Executive Bonus. Also, Business Life Insurance and Group Employee Benefit Plans such as Life, Health*, Disability and Section 125 Cafeteria Plans.