Our Services
While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions.
Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following products and services:
Investment Management
We create optimal asset allocation strategies to support a client's goals, including retirement, education, and legacy planning. Starting with a comprehensive overview of existing investments, our recommendations are made while considering your risk tolerance and tax implications.
Retirement Income Planning
Our income readiness program starts with a holistic review of a client's current assets, liabilities, future expenses, and income streams including retirement accounts, pensions, and Social Security. We then create a plan to produce monthly income that meets the client's current standard of living.
Risk Management/Insurance
Insurance reduces the possible complications your family could face in the event of your death or disability. We recommend different levels of insurance depending on your life stage, but most plans include life, disability, and long-term care policies. As independent agents, we complete a comparison analysis to ensure you get the right coverage for your needs.
Estate and Trust Planning
A properly executed estate plan can help ensure your possessions are transferred efficiently from one generation to the next. Depending on your needs, we can set up a trust in your name (in conjunction with your legal and tax professionals) to accomplish philanthropic goals; provide for a spouse, children, or grandchildren; or to dictate how and when assets will move to outside