Our Services
We serve individuals and businesses in all areas of financial management, including:
Risk management
- Reviewing existing insurance policies. Recommending policy changes when appropriate. Finding the best policy for your situation.
- Risk management is provided as an independent general agent. Having the entire marketplace at our disposal to provide the best plan as well as pricing
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.
- Retirement plans created from the ground up using new plan designs, accessing Third Party Administrators, Fund Companies and Insurance Companies for a design that best fits the needs
Employee and executive benefits
- Helping your business attract and retain qualified employees through benefit packages
Investment Planning*
- Determining your asset allocation needs. Helping you understand your risk tolerance. Recommending suitable investment vehicles to help you reach your goals
Education funding*
- Recommending investment and accumulation strategies to help you pay for your children's education.
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.