Services

We provide a full array of comprehensive personal and business financial services.  Feel free to contact us for a complimentary initial consultation or brief introductory conversation to determine how we might collaborate with you toward achieving your financial goals.

 

Investment Services

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Insurance Services

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We discuss with you your general attitudes toward risk, underline various risks and review the numerous options to manage and / or mitigate these forms of risk.  We will perform a full policy and beneficiary review, as well as the review of trusts that may own certain policies.  We can offer access to the following solutions:

•Life Insurance
•Disability Income Protection
•Long-Term Care Insurance
•Business Income Continuation, Succession and Estate Conservation strategies*

 

Employee Benefits

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We provide a consultative review of all your employee benefits, looking to ensure that any benefits offered are fulfilling their intended purpose and are the most cost-effective available.  We can propose solutions in the following areas:

Qualified Retirement Plans, Pension and Profit Sharing Plans:

College Funding Strategies

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One financial goal that most parents share is a college education for their children. With college costs increasing at a faster rate than general inflation, saving for college can be a daunting task. You can, however, pursue this important financial goal by establishing a college fund and taking action today.

I will work with you and your tax and legal advisers to help you select the most appropriate product solutions to suit your specific needs and circumstances.