Our Services

Simply put, our focus is on our clients and their family. Together, through a collaborative effort, we will review their financial health and well being, and help them prepare for the road ahead.

To that end, we believe in the concept of financial planning and think it's very important to understand all aspects of an individual or family's financial dynamics before making any recommendations or giving advice. This is our preferred first step towards building a lasting relationship with our clients and their family.

When it's time to make any financial decision, it's critical to understand where and how that decision may impact other aspects of a person's life financially. Recognizing how financial choices interact with each other comes from knowledge and experience and should factor into each decision.

Our objective is to help you and your family better manage your life financially with sound advice and feedback. We do this by asking the right questions, understanding the different options available and leaning on the experts in different fields of planning. We believe in this type of team approach.

Our areas of strength and knowledge include the following:

Financial Planning

• Asset and Investment Management

• Retirement Plan Review

• Income Planning

• Annuities

• Fixed Annuities

• Debt and Cash Flow Analysis

• Social Security Strategies

• Life Insurance

• Disability Insurance

• Long-term Care Insurance

• Small Business Planning

College Planning

• Financial Aid Advice

• Funding a College Education

• 529 Plans

• Student Loan Analysis