Our Services

 

 

 

 

 

 

 

While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions.

Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following products and services:

  • Investment Planning
     
    • Comprehensive analysis of existing portfolios
    • Stocks
    • Bonds
    • CDs and cash equivalents
    • Mutual Funds
    • Variable Annuities
    • Real Estate
    • Exchange Traded Funds

       
  • Retirement Planning
     
    • Identifying sources of income at retirement (income planning)
    • IRA distribution strategies
    • Qualified plan analysis, including 401(k), Profit-Sharing, Defined Contribution and Defined Benefit Plans
    • Educational meetings for employees

       
  • Estate Planning
     
    • Review estate documents (wills, trusts, POAs)
       
    • Estate Tax analysis (estate settlement costs), reduction techniques including gifting, titling of assets, life insurance, etc.