Our Services

When developing a customized financial program, I will walk you through a step-by-step process that is designed to make you feel confident in your decisions.  Whenever possible we use insurance and investment companies that are client owned and return a portion of company profit back to the client.  We serve individuals and businesses in all areas of financial management, including but not limited to:



  • Retirement planning

    Helping to make the most of your employer-sponsored retirement plans and IRAs. Determining how much you need to retire comfortably. Managing assets before and during retirement.

     

  • Estate Planning Strategies

    Helping with strategies to preserve your estate for your intended heirs. Potententially reducing exposure to estate taxes and probate costs. Coordinating with tax and legal advisors. 

     

  • Insurance Planning

    Reviewing existing insurance policies. Recommending policy changes when appropriate. Finding the best policy for your situation.

     

  • Education funding

    Recommending investment and accumulation strategies to help you pay for your children's education.

     

  • Investment Planning

    Determining your asset allocation needs. Helping you understand your risk tolerance. Recommending appropriate investment vehicles to help you reach your goals.

     
  • Employee and executive benefits

    Helping your business attract and retain qualified employees through benefit packages.
     

Stategies for protecting you from downside market losses, outliving income, limit exposure to creditors, liabiltiy lawsuits and taxes.
 

  • Asset protection and preservation strategies through insurance and annuity products