Broker Check

Services

Wealth Management<br/>

Wealth Management

As a fiduciary, our unwavering commitment is always to act in the best interest of our clients. With a comprehensive approach provided by CERTIFIED FINANCIAL PLANNER™ professionals, many aspects of a client’s overall finances are considered. Assets, liabilities, income, life goals, and other factors must be understood to effectively manage investments and provide proficient advice. In addition to creating custom financial plans, our advisors and support staff are integral in helping achieve those goals through on-going meetings. The Estate Planning process, conducted in collaboration with the client’s attorney, serves to ensure a smooth and efficient transfer of assets to the people and organizations the client cares most about. Tax planning strategies that focus on minimizing taxes while helping grow assets efficiently are achieved in collaboration with the client’s CPA.

Investments

Investments

With over 35 years of experience, our investment firm prioritizes a client-centric approach. Using actively managed funds, we leverage experienced fund managers to optimize returns within defined risk parameters. Stressing portfolio customization ensures the tailoring of diversified portfolios to clients' objectives. Through continuous monitoring, regular reviews, and a commitment to staying on top of market trends, we strive to provide our clients with a proactive and dynamic investment management experience aimed at achieving long-term financial success.

Business Consulting

Business Consulting

Navigating the complexities of retirement plans, succession planning, and managing corporate accounts with our expertise, all help ensure the financial success of business owners. Retirement plans such as 401ks can be beneficial to business owners and employees by saving for retirement and deferring taxes. We will partner with clients to understand and implement these sound business strategies for long-term success and continuing financial growth.

Insurance<br/>

Insurance

We strive to safeguard our clients’ financial futures with offerings in life insurance, long-term care, and a variety of annuities. Through analysis of individual circumstances, we tailor life insurance plans to provide financial protection for beneficiaries while taking advantage of the investment potential within the policy. Additionally, our strategic approach to annuities involves creating income streams that offer clients continuing financial stability, helping ensure their financial objectives are met over the course of their lives.

Accounts

Individual and Joint

IRAs – Traditional, Roth, SEP, SIMPLE

UTMAs, College Savings Accounts (529s)

401(k), 403b, 457

Corporate Accounts

Life Insurance & Annuities

Trusts

Investments 

Individual Stocks 

Individual Bonds

High Yield Money Markets

Mutual Funds

ETFs

CDs