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Our Services

Financial Consulting

Through financial consulting we are able to provide holistic or more specific financial planning tailored to your circumstances. This fee based service is intended to provide you a roadmap for your financial goals. We believe a solid financial plan isn’t a luxury – it’s a priority.

Investment Planning & Management

Using our advisory services you will have access to thousands of mutual funds, exchange traded funds (ETFs), stocks and bonds. We evaluate your current investments, craft an investment policy statement, create portfolios based on your investment goals, provide regular monitoring and customized reporting.

Insurance & Risk Planning

In most cases we view insurance as an essential tool to reduce or minimize daily risks that we encounter in our society. Insurance is a tool to help you stay on track with your financial plan. Without managing risk, life’s events can often sidetrack or severely disrupt your plans.

Retirement & Income Planning

At retirement you may be going from saving to spending. Some of the rules for retirement are new and different. It often begins with asking two simple questions:

  • When can I retire?
  • Will I have enough resources to maintain my lifestyle?

These are just two of the questions that we answer. Whether you are planning to retire in several years, or you are retired and want to evaluate your current plan, we have tools to help answer your questions and address concerns.

Social Security Benefits Analysis

Get the most out of your Social Security benefits as an individual or couple. Integrating Social Security income with other sources of income may increase your total income.

Tax Strategies*

It is not only how much money one makes, but how much one keeps. There are significant and sometimes simple strategies to keep more of your hard earned money.

Wealth Transfer Strategies*

What financial legacy do you want to create? We will work with you and your legal advisor to optimize your legacy with smart and timely estate planning.