Products & Services

 

At our firm, we provide assistance in the following areas:

PERSONAL PLANNING
By using a process that is customized to each of our clients we are able to tailor our recommendations to provide solutions specific to each clients goals including but not limited to:

  • Asset Management
  • Investments
  • Retirement planning
  • Estate planning
  • College savings
  • Family protection

As the foundation of our service we will provide a customized Financial Plan that identifies obstacles and opportunities that will potentially allow us to provide solutions to assist our clientís in meeting and exceeding their goals.

The three steps in this process are:

1) Analyzing and understanding your current situation and your goals and objectives
2) Offering solutions to help accomplish these goals and objectives
3) Implementation of these solutions

Once the client relationship begins these plans are regularly reviewed to account for changes in your life as your priorities and goals shift.  One of our strengths is the service and attention to detail we give our clients.

BUSINESS LEADERS & EXECUTIVES
We understand that the needs of business leaders and executives require experience, knowledge, and creativity.  By treating our clients individually we can focus on what their specific needs are.  These services include:
  • SERPís (Supplemental Executive Retirement Plans)
  • Deferred Compensation
  • Stock-option evaluation and planning
  • Risk Management
  • Estate Planning


BUSINESS/CORPORATE SERVICES
Businesses face a number of challenges ranging from carrying out the responsibilities of being a retirement plan fiduciary to retaining key employees and valued executives through creative tax-advantaged strategies.  Our experience gives us a unique understanding of these challenges and helping business owners to determine how best to carry these out.  It is important to have an advisor that works in concert with CPAís and Attorneys making sure business owners are operating in a tax-efficient manner and using the opportunities afforded to them as entrepreneurs.  Our experience allows us to help make sure all financial and tax-advantages vehicles are discussed and maximized for both the business and business owner(s).  These services include:

  • 401K Retirement plans (Investment company selection and administration)
  • Simple IRA/401K plans
  • Deferred Compensation
  • ESOPís
  • Profit Sharing Plans
  • Buy-Sell Agreements
  • Key-Man
  • Defined Benefit Plans