Who We Serve

Who We Serve

A Personalized, Full-Range Menu of Services

We recognize that our clients have choices when it comes to financial planning, and we are honored that they choose to work with us. Our services are comprehensive and take into account the many facets of life, which is why we spend the time getting to know our clients and understanding their needs, wants and dreams. We are proud to serve individuals, families and businesses with a full offering of services:

Financial Planning and Investment Management

Families/Individuals

Our work begins by getting to know you and letting you get to know us in order to establish the trust and mutual respect needed as a first step in developing a working relationship. From there we develop the personal services and strategies that assist you in living a purposeful and comfortable life. We do not have account minimums nor production quotas that get in the way of helping those who are serious about financial planning.  An overview of the services we offer to individuals and families, includes:

  • Comprehensive Financial Planning
  • Estate Planning
  • Insurance Planning (life, health, long-term care, disability)
  • Investments
  • Retirement Planning
  • College Planning
  • Legacy Planning
  • Charitable Gifting

* Financial planning offered through LPL Financial

Financial Guidance for Business Owners

There are many fiduciary responsibilities associated with running a retirement plan. It’s important to make informed decisions when designing a plan that serves the best interests of your employees. Our experienced professionals can analyze your current plan offering, help with plan administration and deliver strategies that are in line with your goals. You and your participants benefit from our objective recommendations.

Businesses

  • Retirement Plan Services
  • Plan Design Assistance and Review
  • Participant Education

In the event you need specialized services, such as tax planning or legal guidance, we can refer you to trusted, local professionals. Our referral process is transparent, meaning that we have no fee or revenue sharing agreements with the professionals we partner with, and you are under no obligation to use our referrals. You can feel confident that our referrals are based solely on the long-term relationships we have built over the years.

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