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How We Work

Our firm specializes in helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.

We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being.

Investment Planning

Asset Allocation

Portfolio Design

Diversification Strategies

Alternative Investments

Fixed-income Strategies

Investment Policy Statement

Needs Assessment

Monitoring and Review

Tax Planning

Tax-optimized Investing

Charitable Planning

Trust Services

Tax-loss Harvesting

Tax Burden Reduction

Estate Tax Planning

Retirement Planning

Distribution Planning

IRA Contributions and Rollovers

Income Projection Analysis

Employer-sponsored Plans and 401kls

Social Security and Medicare

Self-employed Retirement Plans

Retirement Goal Setting

Estate Planning

Tax Reduction

Wealth Transfer

Charitable Giving

Trust Services


Irrevocable Insurance Trusts

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Risk Management

Life Insurance Analysis and Design

Long-term Care Insurance

Income Replacement

Disability Protection

Creditor Protection

Elder Care Planning


Incapacitation and Control of Assets

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Education Planning

Education Savings Accounts

529 College Savings Plans

UGMA/UTMA Accounts

Trust Services

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Business Planning

Business Succession

Buy-sell Agreements

Non-Qualified Retirement Plans

Key Employee Retention

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For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you. |  (517) 265-5944