Services

Serving individuals and businesses in all areas of financial management, including:

• Retirement planning 
  Making the most of your employer-sponsored retirement plans and IRAs. Determining how much you need to retire comfortably. Managing assets before and during retirement. 
• Tax management 
  Looking for ways to help reduce your current and future tax burden. Referring you to qualified tax specialists. 
• Estate planning / Professional Trustee Services
  Reviewing your wills and trusts. Helping preserve your estate for your intended heirs. Helping with beneficiary designations. Reducing exposure to estate taxes and probate costs. Coordinating with your tax and legal advisors. 
• Risk management 
  Reviewing existing insurance policies. Recommending policy changes when appropriate. Finding the best policy for your situation. 
• Education funding 
  Recommending investment and accumulation strategies to help you pay for your children's education. 
• Investment management 
  Determining your asset allocation needs. Helping you understand your risk tolerance. Recommending and managing the appropriate investments to help you reach your goals. 
• Employee and executive benefits 
  Helping your business attract and retain qualified employees through benefit packages.

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