Our Services

Personal Financial Planning
A client-focused process tailored to help individuals set financial goals, develop a financial road map, and implement the necessary financial tools and strategies to manage the basic stages of wealth management.

Supported by:

  • Personal financial planning
  • Investment management products (e.g., stocks, bonds, mutual funds)
  • Insurance planning and products (e.g., term, universal, and variable life; health; long-term care; and disability insurance)
  • Asset allocation services
  • Educational programs
  • Tax-sensitive planning
  • Estate planning coordination services

Business Financial Planning
A personalized approach to business owners focused on developing objectives, strategies, and tactics to pursue long-term financial results.

Supported by:

  • Employee group benefits
  • Executive compensation planning Retirement plan services
  • Buy-sell agreement analysis and funding
  • Business succession planning
  • Estate planning for the closely held business
  • Strategic planning

Multigenerational Financial Planning
A visionary approach designed to support the accumulation, conservation, utilization, and transfer of family wealth. These services are geared toward higher-net-worth clients—executives, professionals, or business owners.

Supported by:

  • Modern Portfolio Theory—sophisticated asset allocation services
  • Wealth transfer techniques
  • Business succession consulting and planning
  • Advanced income and estate tax advising
  • Charitable giving tools and techniques
  • Financial education programs for the next generation