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Services for Select Clients

Financial Planning

  • Create a Financial Plan that will help you achieve your retirement goals
  • Income and Expenses Analysis
  • Specialized Planning Assistance 
  • (Elder Care, divorce/inhertitance issues, etc)​
  • Qualified Plan Consolidation 
  • Tax Planning
  • Plans are updated yearly or as needed

Investment Management

  • We believe in a pro-active, tactical approach to investing. This involve ongoing analysis and periodic changes based on changes in market conditions.
  • Ongoing Risk Profile Evaluation
  • Active 401k and Outside Investment Reviews

Protection Planning

As part of your overall Financial Plan we will review a varitey of coverages with you, including Life, Disability, Long-Term Care. These are designed to protect you, your assets, and to pass your assets efficiently as possible.​s.

We also provide:

  • Annual Review with Individual Advisor
  • State of the Market & Mid- Year Halftime Seminars
  • Ongoing review of your financial plan and current needs
  • Direct personal involvement with your professional advisors (CPA, Attorneys, Trustees,etc)
  • Referrals to Specialist Advisors
  • Education held in our State of the Art classroom with helpful guides and whitepapers
  • Bi-weekly Market Updates
  • Monthly Newsletters
  • Quarterly Magazines
  • Client Appreciation Events throughout the year

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