Products & 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:

Retirement planning 

Make the most of your employer retirement plans and personal savings and IRAs.

How much you need to save and where? When you can retire and how much do you need to retire comfortably? We can answer these questions and manage your assets before and during retirement. 

Tax management 

Are you looking for ways to help manage and/or reduce your current and future tax burden? We work with many area tax specialists and collaborate with them whenever necessary to ensure your tax planning remains a priority.

Estate planning 

Not sure if you have your estate matters in order? We can help you determine if you need to review your wills and trusts, as well as while work to ensure that your estate is preserved for your intended heirs, help with beneficiary designations and reduce complexities for your loved ones by coordinating with tax and legal advisors. 

Risk management 

Do you have existing insurance policies and wonder what to do with them? Are they adequate to protect your loved ones? As an independent agent, we can review and recommend potential policy modifications or adjustments for most major insurance carriers and help you find the best policy for your situation. 

Education funding 

Trying to save for your children's education but not sure how to do it? We can help you navigate the many options available as well as recommend investment and accumulation strategies so you are as prepared as possible for the potential high cost of a college education for your children and grandchildren.

Investment planning 

Do you have a cohesive investment strategy? Is it monitored regularly? We can ensure that you not only have a sound strategy in place but regularly monitor and reassess to determine if adjustments are necessary. We can help you understand your risk tolerance and recommending the appropriate investment vehicles to help you reach your goals. 

Employee and executive benefits 

Are you a business owner and need help getting the right benefits package in place? Are you and employee and unsure if you are taking advantage of all the benefits your employer offers? We can help in these areas. We work with business owners to implement benefit plans to attract and retain employees. We can set up and manage retirement plans (401k's, Simple IRA's, SEP-IRA's) and benefit packages. We can also help you better understand your employers benefits so you are making the right decisions for yourself and your family.