- Office closes at 4pm on Nov 27th and reopens Monday Dec 2 at 8am.
- Office closes at noon on December 24 through 25. 26-31st office closes at 4pm.
- Office is closed on New Years Day.
We specialize in retirement, investment, and insurance planning for individuals and small businesses. While there are generally several moving parts to a comprehensive financial plan, the ultimate aim is to help you accomplish your financial goals and lower your blood pressure along the way.
For individuals we can:
- Develop a customized plan unique to your situation
- Identify areas of risk and develop a plan to address them, like life, disability, and Long Term Care insurances
- Determine what asset mix will get you where you want to go
- Evaluate Social Security, pension, annuity, and other income decisions
- Analyze tax sensitive options like Roth IRAs and Roth conversions
- Create a coherent plan for you retirement and investment accounts so they complement each other
- Create and manage your investment portfolio right here in house with our own investment analyst
For small businesses we can:
- Identify areas of risk and develop a plan to address them, including “key employee” insurance
- Help determine the value of your business
- Consult on the sale of your business
- Install a retirement plan for employees
- Develop financial plans for owners and officers