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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


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