We explore our clients’ ideas of their lifestyle, family needs, goals and aspirations to set their priorities for the future. We gather a firm understanding of what they would like to achieve financially over time. Through a comprehensive financial plan, we help empower them to achieve their goals and aspirations.
To accomplish these objectives, we work closely with each client to design, implement, and monitor a strategy that reflects their specific investment objectives and tolerance for risk. In an effort to be fully transparent and prudent, we will work with each client to develop a fee structure that reflects his or her specific investment strategy and asset level.
Our highest priority is to create value and peace of mind for our clients by offering the following comprehensive services:
- Portfolio Analysis
- Financial Planning
- Investment Management
- Retirement Planning including stretch IRAs, simple IRAs, SEP and 401(k) plans
- Cash-Balance Plans
- Estate & Legacy planning
- Tax Savings Solutions
- Long-Term Care Planning
- Individual and Business Insurances
- College Funding Strategies
- Divorce Financial Planning
- Educational Offerings
We recognize that our clients lead active and complex lives. They understand that managing their investments is more complicated and time-consuming than ever before. They acknowledge that working with specialized investment professionals provides them with a level of confidence and security. Wealth accumulation and estate preservation includes coordinating our planning with tax, legal and insurance professionals. We follow a disciplined approach to balance risk and return, and believe that educating clients enables them to make informed decisions.