Products & Services

Our financial planning process is what sets us apart. We base our process on values – your values, keeping what is important to you in mind. By creating an environment with the positive emotions of no fear, no greed and no guilt, we can help you reach your financial goals.

• Fee-based financial planning
• Wealth management strategies
• Detailed analysis of financial needs
• Retirement, pension and income planning and distribution
• Work with your existing legal advisors and POA to review your estate document, wealth transfer, guardianship, medical directive, will or shelter trust to preserve your assets
• Charitable giving strategies
• Help business owners with continuity and succession planning
• Qualified and non-qualified plans
• Executive benefits and deferred compensation
• Customize tax planning or reduction strategies to help you capitalize on tax-advantaged opportunities
• Stocks, bonds and mutual funds
• Education funding strategies
• Develop long-term care, disability income and life insurance strategies to protect you against life’s inherent risks
• Annuities, IRAs and IRA rollovers
• Establishing an emergency cash reserve and debt management strategy

Investments in securities do not offer a fix rate of return. Principal, yield and/or share price will fluctuate with changes in market conditions and, when sold or redeemed, you may receive more or less than originally invested. No system or financial planning strategy can guarantee future results.