Our Services

Asset Protection & Insurance Planning

Protect your loved ones or business from financial hardship and  shield your  assets  from unnecessary  taxation.

   ·  Life, disability and long-term care insurance

·  Insurance needs analysis and planning

·  Policy review and audit

·  Risk assessment and management

 

Business Planning

 

 

 

You've worked hard to build your business and now you need to take it to the next level. We can help you develop and implement strategies to    attract, reward and retain key employees or    ensure a smooth transition of your business when it's time.

 

 

 

 

 

 

 

 

 

· Employer-sponsored retirement plans

 

 

· Business succession planning

 

 

· Buy/Sell planning

 

 

Estate Preservation & Planning

 

 

A well-designed estate plan can help you not only to protect your family legacy, but also ensure that your final wishes are carried out.

 

 

· Wills, trusts, and estate tax minimization

 

 

· Multi-generational  planning

 

 

· Planning for children with special needs

 

 

· Charitable giving

 

 

 

 

Retirement Planning

 

 

 

The retirement of your dreams takes vision, planning and discipline.  That's why we'll work closely with you to  develop and monitor a custom plan to ensure that your retirement is everything you want it to be.

 

 

 

 

· Investment assessment, management and monitoring*

 

 

 

· 401(k) investment planning*

 

 

· Retirement income planning

 

 

· Pension and qualified plan distributions    

 

 

· IRA and Roth IRA*

 

 

 

 

 

 

 

 

 

 

Wealth Management Services

 

 

 

 

Our proven professionals will work with you to set realistic wealth accumulation goals based on your personal situation.

 

 

 

· Holistic, coordinated and on-going advice

 

· College planning and 529 plans*

 

· Tax minimization strategies