Individual Services

Complete Financial Planning
Developing a personalized financial plan that takes into account your personal goals. Key aspects of the plan may include Retirement Strategies, Education Funding Strategies and Gifting Strategies. The plan includes recommendations that can be implemented immediately.

Investment Management
Developing and implementing investment strategies personalized for your goals and risk level. Tax efficient investment strategies to shelter taxes and optimize returns.

401(k), 403(b), 457 Account Management and Rollovers
Managing existing 401(k), 403(b) or 457 accounts at your current employer. Rolling over retirement assets from former employers into your own retirement account. Avoiding expensive tax mistakes often made during these transitions. Maximizing employer provided benefits throughout the process.

Disability Insurance / Life Insurance / Long Term Care Insurance
Evaluating and implementing solutions that reduce the impact of unforeseen circumstances. Strategies that allow you and your family to accomplish your goals, even in the face of adversity.
 

Business Services

Retirement Planning
Evaluating and developing a customized retirement plan that meets the needs of the employer and the employees. Tax efficient investment strategies to shelter taxes and optimize returns. Plans may include 401(k), 403(b), 457, Profit Sharing, Defined Contribution and Defined Benefit Pensions.

Group Health Insurance / HSA / FSA / Dental / Vision / Life Insurance / Disability Benefits
Developing a customized employee benefits plan that meets the needs of the employer and the employees. Plans may include employer or employee paid benefits.

General Liability Insurance / Property/ Errors and Omissions / Umbrella Insurance
Developing a portfolio of solutions to transfer risk away from the emlpoyer. Solutions may include Business Owner's Policy, Business Interruption Policy and Professional Malpractice insurance.

Succession Planning / Key Man Insurance
Evaluating and developing a customized succession plan to transition control through the least disruptive, most financially efficient means. Plans may include the use of key man insurance.

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