2699 Stirling Road,
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:
Budgeting/Cash Flow Management
Coordination with Attorney/CPA and other Allied Professionals
Personalized Financial Plan
Business Retirement Planning
Coordination with Attorney/ CPA and other Allied Professionals
Income Distribution Strategies
Pre- and Post- Retirement Planning
Social Security Maximization Strategies
Detailed Risk Assessment
High Net Worth Strategies
Institutional Quality Portfolio Management
Investment Management Team Approach
Investment Policy Statement
Business Succession Planning
Professional Athlete Financial Services
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
Plan Design and Implementation
Defined Contribution Plan Recordkeeping and Administration
Annual Compliance testing and Government Reporting
Defined Benefit Plan Actuarial Services and Administration
Long Term Care
Want to learn more about retirement, social security, or estate strategies? We have a wealth of resources.