Our firm offers clients personalized advice in:
- Investment Planning including Wealth Accumulation & Preservation
- Survivor & Retirement Income Planning
- Qualified Pension Programs
- Deferred Compensation Plans
- Tax Impact Planning
- Estate & Gift Planning
- Educational Funding Plans (529 Plans, Coverdale Plans, Educational Trusts)
- Charitable Giving
- Insurance Evaluations & Planning (Life, Long-Term Care & Disability)
For many, understanding every aspect of personal finance can be daunting. From investments to insurance, the decisions can be overwhelming.
That’s where our firm comes in…
Whether you have significant assets to manage - or if you are just starting to accumulate wealth - consider developing a personalized strategy to achieve your financial goals. Our goal is to provide you with guidance that can help you understand and better define those financial goals. We work hard to create a long term relationship with our clients and their families.
Our clientele consists of both individual and corporate investors from coast to coast and from all over the world. No client is too small, too large, or too far away to receive individual attention from us. Clients that desire professional advice, objectivity, responsiveness, and accountability are our specialty.
For more information about our firm and our services, please call. We would enjoy learning more about your goals and dreams.