Products & Services

Your financial life includes everything from your investments to insurance coverage to tax liability. When you work with an independent advisor who takes a big-picture approach, you’ll always have a clear road map to your goals.

Our services include:

• Investment management that centers on your personal goals. We’ll create an investment strategy designed for your unique requirements and level of risk tolerance.
  
• Retirement planning focused on helping you pursue the lifestyle you envision at your desired retirement age.
  
  
• Education planning for a child’s or grandchild’s college tuition, with attention to the implications for your income and taxes as well as financial aid.
  
  
• Cash-flow and debt management that begin with analyzing how you spend your money and suggesting ways to improve your cash flow.
  
  
• Business planning that seeks to help you protect your business, improve cash flow, potentially minimize taxes and more.
  
  
• Risk management that ensures you have the appropriate types and amounts of insurance to provide financial protection for you and your loved ones.
  
  
• Planning for unexpected expenses that can happen anytime.

Our 360-degree approach to your financial life also involves making sure you have savvy accounting and tax-preparation help; an estate plan that reflects your wishes; and the right contacts for financial products like mortgages and other loans.

We work closely with trusted professionals in all of these areas, from CPAs to attorneys to mortgage brokers. We’re happy not only to connect you with them, but also to be the point person for their work with you.