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Our Services

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 achieve 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