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Our Services

Retirement/Building Net Worth

By getting to know our clients and understanding their unique set of circumstances, we can help them identify the type of investors they are. We then use this information to devise a customized investment strategy based on their stated goals. Investment strategies may include:

• Fee-Based Advisory Accounts, Mutual Fund Investing, Wrap Accounts, and 401k Plans
• Retirement Strategies
• Education/529 Funding Strategies

Insurance/Preserving Net Worth

Preserving your income for your family is an important aspect of your overall financial health. After evaluating your existing asset preservation plan we will be able to detect if there are any areas that need to be addressed. This would include evaluating the following:

  • Life Insurance
  • Disability Income Insurance
  • Long Term Care Insurance

Estate/Preserving Net Worth

In order to be certain our clients’ property is passed on to those individuals and charities they care about most, it is important we work with their tax-advisors and attorneys in the following areas:

• Utilizing Wills and Trusts*
• Methods of Reducing Estate Taxes*
• Charitable Giving Strategies

*The financial analysis and recommendations are not intended to replace the need for independent tax, accounting, or legal review. Individuals are advised to seek the counsel of such licensed professionals.

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.   |  972-848-7775