Financial Planning

Our priority is to provide clients with the knowledge and education necessary to make good financial decisions. It's about managing the realities of today with a focus on your goals for tomorrow.

Our process starts with a completely confidential consultation to uncover your goals and assess your financial situation. Once we understand your unique financial situation, we will develop and implement a personalized plan to work towards accomplishing your goals and objectives. This could include utilizing any of the following:

  • Stocks, Bonds, Mutual Funds, and Annuities
  • 401(k) Management
  • Traditional and Roth IRAs
  • Money Market Accounts (with check writing)
  • Risk Management
  • Investment Advisory Services
  • Retirement Income Planning
  • Portfolio Construction & Management
  • Education Savings Accounts
  • Life, Disability Income, and Long-Term Care Insurance Planning
  • Estate Planning Assistance
  • Employer-Sponsored Retirement Plan Analysis for Business Owners and Managers
  • Employee Benefits/Group Health Insurance
  • Smartdonor™ Charitable Giving Services for donors and not-for-profit organizations

Contact us today to schedule a consultation.