After listening carefully to you, we utilize state of the art tools and strategies to develop your individualized plan. Your plan will provide the foundation to help you create, protect, and transfer your indivudual, your family, or your businesses' wealth.
We identify and quantify your various financial risks to develop insurance based solutions for your protection. We provide expert analysis of your insurance portfolio to assure maximum utilization of existing insurance resources. We explore intergenerational wealth transfer, estate conservation, and charitiable gifting opportunities.
With an unbiased approach to the investment universe, we complete an analysis of your current portfolio, resulting in comprehensive portfolio recommendations aligned with your expectation of return and risk. We utilize a variety of investment platforms.
Our goal is to assist you in navigating the complex arena of employer benefits. These include health care, disability, and retirement plans. When assisting an employer, we focus on plan design, implementation, and cost control. When assisting an individual, we focus on education about their plan while employed and during retirement.