What We Do

Wealth Management and Financial Planning:

People work hard over their lives to accumulate wealth.  Putting a proper plan in place will help you see your current financial picture and focus on what needs to be done to help you meet your financial goals. Whether you’re saving for college, travel, retirement, or a rainy day fund, our job is to help you implement strategies to help you reach your goals.

Retirement Planning:

Current projections show social security will most likely have to reduce benefits we receive by 2034.  It is never too early or late to save for retirement in the form of an IRA’s, Roth IRA’s, etc.  We’ll meet to review where you are today, and where you want to be upon reaching retirement years. We can help put a plan together to aid in achieving those goals and live the life you want.  Additionally we will discuss employment options of qualified plans such as 401(k), 457, 403(b) etc. to ensure your household strategy is sufficient. 

Insurance Planning: 

As our lives change, our priorities could change as well.  An important job is to help make sure you and your family are properly protected, be it with life insurance, long term disability insurance or long term care insurance.   Reviewing existing coverages and beneficiaries can help ensure your plan is keeping pace with ever changing needs and objectives.

Business and Employee Benefit Planning:

Most business owners work hard to build and grow their business. If something unexpected happened to a business owner or key employee, it could cripple a business.  We can discuss various planning techniques to help protect your business from financial loss.  We will work with clients to put a cost effective benefit plan in place which can help attract and retain employees.


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