Services

How We Work

Whether you are pursuing an inspiring life transition or facing a challenging life event, we can empathize, and we can help.  We’ve experienced the emotional and financial challenges surrounding the death of a loved one, and we have helped many clients successfully navigate the conflicting family and financial choices surrounding divorce, retirement, changing careers or transitioning a successful business.  Despite the barriers that you feel stand between where you are today and where you want to be - we can help.

Our firm specializes in helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, creation and conservation of lifetime assets.

We understand the many challenges of retirement today and know the biggest concern for many is outliving their money.  We focus on money management, as well as other issues that are critical to your financial well-being.

We do holistic, values-based planning, which, depending on the client’s needs and goals, may incorporate any of the following:

Financial Planning

Beneficiary Planning 


Budgeting/Cash Flow Management


College Planning


Coordination with  Attorney/CPA and other Allied Professionals


Estate Planning


Family/Legacy Planning


Insurance Planning

  • Disability
  • Life Insurance
  • Long Term Care
  • Medicare

Personalized Financial Plan


Pre-Retirement Planning


Tax Planning

Retirement Planning

Beneficiary Planning 


Business Retirement Planning


Budgeting/Cash Flow Management


Coordination with Attorney/ CPA and other Allied Professionals


Income Distribution Strategies


Medicare Planning


Pre- and Post- Retirement Planning


Social Security Maximization Strategies


Tax Planning

Wealth Management/ Investment Advice 

Asset Allocation


Detailed Risk Assessment


High Net Worth Strategies


Institutional Quality Portfolio Management


Investment Management Team Approach


Investment Policy Statement

Specialized Services

Business Succession Planning


College Planning


Divorce Planning

  • Child Support Calculations
  • Equitable Distribution
  • Qualified Domestic Relations       Orders (QDROs)
  • Spousal Support (Alimony)         Calculations
  • Taxation of Divorce Assets

Family/Legacy Planning


Professional Athlete Financial Services


Tax Planning

Employee Benefit Plans

Insured and Self-Funded Group Health Plans


Group Long Term and Short-Term Disability Plans


Group Life and AD&D Insurance Plans


Group Dental Insurance Plans


Group Vision Insurance Plans


Voluntary Supplemental Benefits

Employer Sponsored Retirement Plan Services

Plan Design and Implementation


Defined Contribution Plan Recordkeeping and Administration


Annual Compliance testing and Government Reporting


Defined Benefit Plan Actuarial Services and Administration


Consulting Services

Individual Insurance

Annuities


Disability Insurance


Life Insurance


Long Term Care


Medicare Supplements

Our Resources

Want to learn more about retirement, social security, or estate strategies? We have a wealth of resources.

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

Contact Us