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:

 

 

  • Tax Management 
    • Tax Managed Investments
    • Restricted Stock Strategies
    • Estate Planning
    • Work closely with your CPA and Estate Attorney
  • Investment Management
    • Asset Allocation & Portfolio Construction
    • Advance and Protect Strategy
    • Fee Based Solutions
    • Guidance on Company Retirement Plan Investing
  • Retirement Strategies 
    • Pre-Retirement Strategies
    • Individual Retirement Plans
    • 401(k) Rollovers
    • Pension Analysis
    • Retirement Income Strategies
  • Estate Conservation
    • Planned Charitable Giving
    • Work closely with your Estate Attorney
  • Insurance and Risk Management
    • Term and Universal Life Insurance
    • Long Term Care Insurance
    • Disability Insurance
    • Annuities
    • Work closely with your Property and Casualty Agent
  • Business & Group Retirement Plans
    • 401(k) & 403(b) Plans
    • Simple IRA
    • SEP IRA
    • Municipal Pension Plans
  • College Funding
    • 529 Plans
    • Coverdell Education Savings Accounts
  • Forms & Financial Document Guidance
    • FAFSA (Free Application for Federal Student Aid)
    • Government Pension 
    • Company ESOP
    • PSERS, FERS and Government Retirement Forms
    • Social Security Planning and Filing
    • Account Ownership & Titling Changes