Our Services

We serve individuals and businesses in many areas of investment planning, including:

 

 

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

 

E     Estate planning - Reviewing your trusts and wills.  Preserving your estate for your intended heirs.  Help with beneficiary designations.  Reducing exposure to estate taxes and probate costs.  Coordinating with your tax and legal advisors.

 

T    Investment Related Tax Strategies - Referring you to qualified tax professionals.

 

I     Investments - Determining your asset allocation needs.  Helping you understand your risk tolerance.  Recommending the appropriate investment vehicles to help you work towards your goals.
 
R    Risk management - Reviewing existing insurance policies.  Recommending policy changes when appropriate.  Finding a suitable policy for your situation.

 

E     Education ...to take action!