WEALTH MANAGEMENT AND RETIREMENT PLANNING

Once we have assessed your financial goals and risk tolerance, we work diligently to design a wealth accumulation and retirement income plan to meet those goals. By offering life insurance products, individualized investment strategies with varied portfolios of stocks, bonds, ETFs, mutual funds, and CDs, we are able to implement a strategy best suited for success. To ensure we are evolving with your needs, we monitor these plans on a continual basis.

We can design a retirement plan and investment portfolio for your:

  • 401(k)
  • 403(b)
  • IRA
  • Roth IRA
  • Defined Benefit Pension Plan
  • College Savings Plans
  • and many more

FINANCIAL PLANNING

We’ll craft a detailed financial plan that helps you have the right wealth accumulation and preservation strategy in place to achieve your long-term investment objectives. More importantly, we continuously monitor and adjust our client’s financial plans to ensure that they remain aligned with their stated objectives.

INVESTMENT MANAGEMENT

Managing your wealth requires a clear understanding of your overall investment objectives. We have partnered with TD Ameritrade to create a simplified and secure investment approach that looks beyond traditional asset allocation, while addressing important factors such as risk tolerance levels and investment time horizons.

LIFE INSURANCE AND ASSET PROTECTION

In order to protect your personal assets, and more importantly, your loved ones and their financial futures, we help you design the right course of action through life insurance objectives and planning.

ESTATE PLANNING

Each client has their own unique situation. We work with a group of experienced and qualified estate planning attorneys to help you and your family prepare for the future. Estate planning includes real estate, retirement funds, asset ownership, investments accounts, and personal property matters. We work with your attorneys from the beginning to end to ensure our needs are met in the most efficient, fair and respective manner.

TAX PLANNING

Taxes are a part of life whether we like it or not.  From tax withholding to payroll processing to planning for retirement, a new home, or a child’s education, to estate planning to back taxes owed.  The laws are constantly evolving, and each tax situation is unique. We work with qualified and highly recommended accountants and CPAs to help keep you up-to-date and help you achieve your desired tax and financial goals.