Broker Check

                    Our primary value proposition comes from over 35 years of experience in the practice of financial planning. Our staff includes advisors with graduate level training in these areas. We have been exposed to a wide variety of situations and circumstances over the past three decades, and have broad planning experience. As fiduciaries, we hold our clients' best interests ahead of our own.

We offer advice and assistance to our clients in the following areas:

For individuals and families:

  • Portfolio risk analysis, including 401k accounts
  • Retirement accumulation planning
  • Retirement distribution planning
  • Social Security maximization
  • Medicare education
  • Long term care planning
  • Advanced intergenerational wealth transfer strategies
  • 529 Plans/College accumulation funding
  • Efficient use of life insurance
  • Analysis and implementation for all accumulation goals

For Business Owners:

  • Business continuation planning
  • Qualified employee retirement plan design and implementation
  • Supplemental executive retirement plan design and implementation
  • Employee group medical plans
  • Supplemental group benefit plans