Services

Working with individuals, families, and business owners in all stages of life and career, we offer a wide range of services, including:

Investment Management

We help clients create an investment portfolio that produces an appropriate diversification based on their objectives, time horizon, and risk tolerance. Our goal is to help clients receive the highest rate of return with the least amount of risk.

We offer two levels of investment management services. First, we can buy and sell securities on behalf of clients. We have access to a wide range of products, including alternative investments, stocks, bonds, and mutual funds. For clients who desire more assistance with managing their investments, we offer advisory services. With access to a number of professional money managers, we can manage clients’ investments so they can instead focus on their passions in life.

College Planning

A common concern among families is determining how they will pay for their children’s college expenses. We can help clients calculate college costs, evaluate funding options, and create an education strategy tailored to their goals. We also provide insight and advice regarding savings options, including 529s and Coverdell Education Savings Accounts.

Retirement Planning Strategies

When it comes to preparing for retirement, we want to help you make the right decisions during your accumulation years to ensure you have the proper amount of assets to reach your retirement goals. We offer a number of options for retirement strategies and we will work closely with you to determine appropriate options for you or your business, such as:

• Traditional, Roth, SEP, and SIMPLE IRAs
• 401(k) and IRA Rollovers
• 401(k) Retirement Plans

Insurance

Having the right insurance can help protect your financial strategy. We can evaluate your current risk plans, help you address your insurance needs and assess appropriate options for life and long-term care insurance.