Our Services

While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions.
Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following products and services:
 
WE OFFER:
  • Comprehensive financial planning
  • Educational seminars to departments and groups
  • No obligation one-on-one consultations in person, over the phone, or via video conference
  • Individual and small business tax planning and preparation
  • Wills, trusts and estate planning
WE PROVIDE A VAST ARRAY OF FINANCIAL SERVICES:
  • Financial planning
  • Pension & Social Security retirement income maximization
  • Long-term care planning
  • Pre-& post-retirement counseling
  • Tax-favored investments
  • Life insurance
  • Disability insurance
  • Annuities
  • Funding for education
  • 401(k)/Deferred compensation rollovers
  • Individual Retirement Accounts (IRA)