Overview of Services

Keeping you on Course for a successful future

Investment Advisory Services

  • Analysis of Investor Profile

  • Asset Allocation & Portfolio Analysis

  • Mutual Funds, Stocks, Bonds, Separately Managed Accounts, Fixed and Variable Annuities

  • Tax-Advantaged Investing - to help reduce your tax liability and let your money work for you

Insurance Services

  • Life - Term, Universal, Variable

  • Estate Protection, Key Man, Executive Bonus, Buy-Sell Coverage

  • Disability - Income Replacement

  • Long Term Care - Funding and Asset Protection Strategies

  • Health - Group & Individual

  • Property & Casualty Insurance *

Retirement Planning

  • Retirement Needs Projections, Accumulation and Distribution Strategies

  • IRA, 401(k), 403(B), SEP, Simple & Profit Sharing Plans

  • Social Security Benefits Analysis

  • Lump-Sum Distribution Analysis

Financial Planning

  • Setting financial goals, developing and implementing personalized financial strategies and monitoring your progress towards achieving your objectives

  • Educational Funding & College Planning including 529 College Savings Plans

  • Cash Flow & Budgeting

Estate & Gift Tax Services

  • Review of Estate Documents

  • Determination of Cash Needs at Death

  • Income Needs of Surviving Dependents

  • Lifetime Gifting Programs

Business Succession Planning

  • Advanced planning solutions and techniques for closely held businesses


*Property & Casualty Insurance offered through 3rd Party