Our Services

Wealth Management & Investment Services

Part of planning for your future involves making educated decisions about managing your wealth and savings. We have the knowledge to guide you through the increasingly complex roadmap of investments that are available to you in today’s growing financial market. 

  • Individual Stocks and Bonds
  • Fee based Managed Accounts
  • Mutual Funds and ETFs
  • Fee Based Financial Planning Services
  • IRAs, Roth IRAs
  • 529 Plans
  • Fixed and Variable Annuities
  • Alternative Investments

Planning Services

We offer services to address the flexibility you've been searching for and help meet your needs during the unique situations life throws your way. We can propose solutions in the following areas:

  • Financial Planning
  • Wealth Management
  • Retirement Income Planning
  • Estate Planning Strategies
  • Charitable Giving Strategies
  • Protection Planning (through life and disability insurance)
  • Legacy Planning

Insurance Services

We'll work with you to help you prepare for the unexpected and take you step-by-step through the uncertainties of planning for your financial future.

  • Life Insurance
  • Disability Income Protection
  • Long-Term Care Insurance
  • Business Income Continuation, Succession and Estate Planning strategies

Employee Benefits

In today's highly competitive marketplace, it's becoming increasingly difficult for business owners to attract and retain top talent. We can help you design an attractive employee benefits package for the employees that are most valuable to the success of your company.

  • Disability Income Insurance
  • Executive Benefit Programs
  • Executive Group Life Insurance
  • Long Term Care Insurance
  • Retirement Plans
  • 401(k) and 403(b) Plans
  • Profit Sharing Plans
  • SEP IRAs
  • SIMPLE Plans
  • Executive Deferred Compensation Plans

College Funding Strategies

If you find yourself intimidated by the ever-rising price of higher education, you are not alone. A solid plan will be a key component in saving for a college education. Where appropriate, we'll help you establish:

  • 529 Savings Plan
  • Coverdell Education Savings Account
  • Tax-Deferred Plans