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:

• Comprehensive Financial Planning
  
  
  
  • Create and implement financial plan based on your individual goals, needs and desires
  
  
  
  
• Portfolio Analysis and Optimization
  
  
  
  • Regular review of financial plan and portfolio to ensure you are on track to achieve your goals
  
  
  
  
• Tax Planning Strategies
  
  
  
  • We monitor your tax situation throughout the year to maximize tax benefits.
  • We will work with your tax advisor to minimize your tax liabilities
  
  
  
  
• College Planning 
• Company Stock Option Analysis
• Sale of Business
• Insurance Analysis
• Divorce/Widow(er) Financial Planning
• “Green” Investing 
• Quarterly Performance Reports
• Retirement Planning
• 401(k) Asset Allocation Assistance
• Estate Planning
  
  
  
  • We review your estate plan annually to ensure that it is current.
  • We will work with your legal advisor to assist you in meeting your goals.
  
  
  
  
• Monthly Newsletters
•  Educational Client Workshops