Our Services
We serve individuals and businesses in many areas including:
- Retirement Analysis
Making the most of your employer-sponsored retirement plans and IRAs. Reviewing your assets before and during retirement.
- Estate Conservation
Helping with strategies to preserve your estate for your intended heirs. Potententially reducing exposure to estate taxes and probate costs. Coordinating with tax and legal professionals.
- Life Insurance
Reviewing existing insurance policies. Recommending policy changes when appropriate. Finding a quality policy to fit situation.
- Education funding
Recommending investment and accumulation strategies to help you pay for your children's education.
- Investment Analysis
Analyzing your asset allocation needs. Helping you understand your risk tolerance. Recommending appropriate investment vehicles for your current financial situation.
Neither Asset Allocation nor Diversification guarantee a profit or protect against a loss in a declining market. They are methods used to help manage investment risk.
- Employee and executive benefits
Helping your business attract and retain qualified employees through benefit packages.
- Group Health Care
Providing groups with the best health care packages on the market today by shopping the market to get you the best pricing, services and plan.