Whom We Serve


Financial Planning

  • Cash flow and debt management including emergency fund planning
  • Risk management including insurance review, analysis and implementation including but not limited to:
    • life insurance
    • disability insurance
    • long-term care insurance
    • and more…
  • Comprehensive retirement planning including retirement income, Social Security and Medicare guidance
  • Estate planning including wills and trusts
  • Tax planning before and post retirement to minimize clients’ income, estate, gift and generation-skipping transfer taxes
  • Education/College planning
  • Financial planning for life transition events, i.e. job loss/change, widowed/divorced, inherited wealth
  • Financial and life planning for families with special needs member
  • Planning and guidance for charitable givings that align with your value and fit your overall plan

Investment Management

  • Retirement plans such as 401(k), 403(b), 457 plans
  • IRAs
  • Roth IRA
  • Health Savings Accounts
  • 529 college savings plans
  • Bonds
  • Stocks
  • Stock Options
  • Mutual Funds
  • Exchange Traded Funds
  • Real Estate Investment Trusts
  • Annuities
  • Professionally Managed Accounts