Financial Planning

Many of life’s greatest moments – marriage, children, career advancements,
retirement – present different opportunities to evaluate your financial
situation. Many people make financial decisions based on emotions, which can
lead to the wrong financial move at the wrong time. Our financial advisors are
equipped with the most comprehensive planning technology and software in
order to assist you in making smart financial decisions. We offer financial
review and comprehensive planning that may include some or all of the
following, depending on the complexity of each individual plan: cash flow /
budget planning, net worth, investment planning, asset allocation, goal
tracking, debt planning, pre- and post-retirement planning, tax planning,
estate planning, employee benefit review, and protection planning.

Business Planning

Our team embraces business owners and the unique financial decisions they
are faced with. Whether you are a new business owner looking to make your
own path or a long-time entrepreneur, we are your go-to for business
planning. It is important to ensure development of a strategy that allows for
efficiency and financial confidence. We assist with planning necessary for
business owners to seamlessly pass on their achievements to their children,
partners or new business owners. Our services include buy sell agreements,
business overhead insurance, executive benefits, business growth strategies,
business continuation, and business retirement planning.

Retirement Planning

Your retirement is no longer your parents or grandparents’ retirement.
People are living longer and require their money to last just as long. We want
your money to work as hard for you in retirement as you did earning it. We
assist clients of all ages to take control of their future and calculate the
necessary methods and solutions that allow retirement goals to be worked
towards. Individualized plans and techniques are clearly defined and
implemented immediately upon the approval of our clients.

Investment Management

In a time of unpredictable financial markets, changing tax regulations, and a
shifting political landscape, investment decisions need to be sound. Our team
will guide you through the complex and sometimes volatile world of stocks,
bonds, and mutual funds in order to work toward a balance between desired
goal achievement and your tolerance for risk.

Insurance Planning

“Hope for the best, but prepare for the worst” is as true today as it was when
it was first coined in the 16 th century. We want our clients to be prepared for
any unforeseen circumstances that life may possibly present. Protecting your
property and your livelihood is an important aspect of your overall financial
strategy. Our team will use a comprehensive approach and create a well-
structured and properly funded insurance plan with the goal of protecting the
assets you have spent a lifetime acquiring.

Tax Strategies

Nearly all aspects of financial planning have tax ramifications. Our team of
financial planners will help correlate your goals with the most tax-efficient
strategies. We pride ourselves on keeping current with the constantly
changing tax laws, allowing us to make an educated decision and change your
strategy as we see fit.

Estate Planning

We will work with your existing tax and legal professionals or can recommend
someone to you to ensure that you have a comprehensive estate plan in place.
A comprehensive estate plan should include:

  • Wills
  • Powers of Attorney
  • Living Wills or Medical Powers of Attorney
  • Trusts (in some cases)

We will help you establish a comprehensive estate plan, with the goal of
providing the maximum benefit and protecting those you care about most.

Trust Services

By creating a trust, you are taking an important step in managing your wealth
and maximizing the value of your estate. Selecting a trustee or successor
trustee is a decision that will determine how well your trust functions for you
and your beneficiaries over the years.
Your trust is like a business organization. It holds assets, pursues clear, stated
goals, and is charged with significant legal and administrative
responsibilities. The trustee serves as CEO and should offer the same qualities
you would seek in an executive to run a business. Among these are integrity,
competence, experience, commitment, objectivity and the ability and
willingness to serve. The type of trust you establish, as well as the cost of
operating your trust should be a consideration when selecting a trustee.

Educational Courses

In order to help people better understand their finances, we offer financial education courses, corporate workshops, and seminars on a regular basis. Financial education is our passion!

VIEW COURSES

Financial Planning

Many of life’s greatest moments – marriage, children, career advancements,
retirement – present different opportunities to evaluate your financial
situation. Many people make financial decisions based on emotions, which can
lead to the wrong financial move at the wrong time. Our financial advisors are
equipped with the most comprehensive planning technology and software in
order to assist you in making smart financial decisions. We offer financial
review and comprehensive planning that may include some or all of the
following, depending on the complexity of each individual plan: cash flow /
budget planning, net worth, investment planning, asset allocation, goal
tracking, debt planning, pre- and post-retirement planning, tax planning,
estate planning, employee benefit review, and protection planning.

Business Planning

Our team embraces business owners and the unique financial decisions they
are faced with. Whether you are a new business owner looking to make your
own path or a long-time entrepreneur, we are your go-to for business
planning. It is important to ensure development of a strategy that allows for
efficiency and financial confidence. We assist with planning necessary for
business owners to seamlessly pass on their achievements to their children,
partners or new business owners. Our services include buy sell agreements,
business overhead insurance, executive benefits, business growth strategies,
business continuation, and business retirement planning.

Retirement Planning

Your retirement is no longer your parents or grandparents’ retirement.
People are living longer and require their money to last just as long. We want
your money to work as hard for you in retirement as you did earning it. We
assist clients of all ages to take control of their future and calculate the
necessary methods and solutions that allow retirement goals to be worked
towards. Individualized plans and techniques are clearly defined and
implemented immediately upon the approval of our clients.

Investment Management

In a time of unpredictable financial markets, changing tax regulations, and a
shifting political landscape, investment decisions need to be sound. Our team
will guide you through the complex and sometimes volatile world of stocks,
bonds, and mutual funds in order to work toward a balance between desired
goal achievement and your tolerance for risk.

Insurance Planning

“Hope for the best, but prepare for the worst” is as true today as it was when
it was first coined in the 16 th century. We want our clients to be prepared for
any unforeseen circumstances that life may possibly present. Protecting your
property and your livelihood is an important aspect of your overall financial
strategy. Our team will use a comprehensive approach and create a well-
structured and properly funded insurance plan with the goal of protecting the
assets you have spent a lifetime acquiring.

Tax Strategies

Nearly all aspects of financial planning have tax ramifications. Our team of
financial planners will help correlate your goals with the most tax-efficient
strategies. We pride ourselves on keeping current with the constantly
changing tax laws, allowing us to make an educated decision and change your
strategy as we see fit.

Estate Planning

We will work with your existing tax and legal professionals or can recommend
someone to you to ensure that you have a comprehensive estate plan in place.
A comprehensive estate plan should include:

  • Wills
  • Powers of Attorney
  • Living Wills or Medical Powers of Attorney
  • Trusts (in some cases)

We will help you establish a comprehensive estate plan, with the goal of
providing the maximum benefit and protecting those you care about most.

Trust Services

By creating a trust, you are taking an important step in managing your wealth
and maximizing the value of your estate. Selecting a trustee or successor
trustee is a decision that will determine how well your trust functions for you
and your beneficiaries over the years.
Your trust is like a business organization. It holds assets, pursues clear, stated
goals, and is charged with significant legal and administrative
responsibilities. The trustee serves as CEO and should offer the same qualities
you would seek in an executive to run a business. Among these are integrity,
competence, experience, commitment, objectivity and the ability and
willingness to serve. The type of trust you establish, as well as the cost of
operating your trust should be a consideration when selecting a trustee.

Educational Courses

In order to help people better understand their finances, we offer financial education courses, corporate workshops, and seminars on a regular basis. Financial education is our passion!

VIEW COURSES