Financial Services

Comprehensive Financial Services

Is the process of planning for, and prudently addressing life events such as retirement planning, education (college) planning, tax planning, estate planning, and philanthropic planning.

Retirement Planning

Working with a CFP® and CRPC® to evaluate and prepare you for the life in retirement. The retirement planning process consist of setting income and lifestyle goals, evaluation of current and future asset allocations in IRA’s, Roth IRA’s, 401k, 403b’s, and other retirement assets.

Business Transition Planning

Puts goals, priorities and strategies in place for a transition of your solely and / or family owned business.

Individual Wealth Preservation and Insurance Planning Strategies

A Complex planning process to help transfer wealth on to the next generation.

Trust and Estate Planning

Working with your tax and and legal advisors to develop and execute your family and / or personal estate plan.

Company Sponsored Retirement Plans

With our Certified Retirement Planning Consultant, we help develop a Company Sponsored Retirement Plan that addresses the needs and goals of the business owner and employees. Once established, we help encourage and educate participants and owners in investing for their retirement.

Tax Planning Strategies

As a CERTIFIED FINANCIAL PLANNER®, we will work closely with your CPA and / or Accountant to arrange your financial affairs so as to minimize your taxes. There are three basic ways to reduce your taxes, and each basic method might have several variations. You can reduce your income, increase your deductions, and take advantage of tax credits.

Insurance Evaluation

A complete evaluation of your Life, Health, and Long Term Care needs. A complete evaluation of the credit ratings, claims paying abilities, cost, and overall benefit of existing insurance policies.

Investment Risk Assessment

Defining your personal risk tolerance level is important. It will allow you to build a portfolio that is the best suited to help you work toward your future goals while allowing you to invest within your comfort zone.