Broker Check

Financial Planning

We believe our interdisciplinary approach adds a broader perspective to all that we do and allows us to offer a myriad of services under a single roof. By relying on a team of professionals working together to address investment, insurance, and tax needs, we seek to help individual investors, families and small business owners cohesively integrate their strategies and address their specific areas of concern.

These services include:

Wealth Management

We seek to help clients build and protect their wealth while minimizing taxes. We work closely with clients to implement and regularly manage a strategy that complements their unique financial objectives.

Retirement Planning

Many of our clients planning for retirement are focused on preserving their wealth and creating a consistent income stream that lasts through retirement. With this in mind, we develop innovative strategies with a focus on risk management. We seek to identify opportunities for building a consistent income that will last through retirement and help clients determine when they may be able to retire.

We can also offer clients advice and education on Social Security (including how to claim and maximize their benefits), long-term care insurance, and other complex financial elements of retirement.

College Funding

A major concern among families is determining how they will pay for their children’s college expenses while balancing their retirement planning. We can help you evaluate funding and savings options (such as 529 Plans or education trusts), and create an education strategy tailored to your wishes.

Estate Planning Strategies

Preserving assets and transferring an estate to family members and heirs can be complicated and confusing. Regardless of the size of your estate, it is important to plan what will happen to it eventually. We can help you articulate your estate planning needs and wishes to develop a strategy that works for you and your family, as well as coordinate the work of other professionals who may be involved, such as an attorney.