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Services

Services

We serve individuals and businesses in all areas of financial management, including:

    • Retirement planning

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

    • Tax management

      Looking for ways to help reduce your current and future tax burden. Referring you to qualified tax specialists.

    • Estate planning

      Reviewing your wills and trusts. Helping preserve your estate for your intended heirs. Helping with beneficiary designations. Reducing exposure to estate taxes and probate costs. Coordinating with your tax and legal advisors.

    • Risk management

      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 the appropriate investment vehicles to help you reach and exceed your goals.

    • Employee and executive benefits

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