Services

You’ve made good financial decisions and as your assets grow, things can get complex.  Our wealth management options take everything into consideration and shows you where you are, the path to help achieve where you want to be, and simplifies the process---allowing you to focus on "living" and what matters most to you. Options to consider may include: Financial Planning, Investment Management, Retirement Plan Selection, Tax Planning, Executive Compensation, Risk Management & Insurance Planning, Corporate Benefit issues,  Education Planning & Gifting, Banking & Credit Management, Asset Titling & Protection, and Charitable Giving.

Your legacy is everything that you've worked for in your life and it's up to you how it passes to the next generation.  Developing a plan and executing that plan for your legacy is one of the most important financial tasks you'll ever embark upon. Let us strategize a plan to help ensure your family (or charities) get what YOU intend. With proper guidance, your transfer of wealth wishes will be fulfilled, both in life and in death.

Exit planning is simply good business strategy. An exit plan answers all of the personal, business, legal, financial, tax, and estate issues that are involved in exiting from a privately owned business.  If the focus is on creating a more valuable company, all the things needed to create that value will be good for the business and for the owner, personally. Before you begin preparing to leave your business or even if you're already ready to leave, give us a call so we can discuss your financial goals for the next chapter.

Protecting yourself, your loved ones, your home, or your business against unexpected events is a fundamental aspect of wealth planning. Our dedicated financial professionals can provide customized solutions to address your needs and help protect your family, today and in the future. Life insurance policies may be used for life-changing events such as replacing income or funding a business and is an essential part of estate planning.

We offer a full range of retirement strategies and guidance to help you achieve your retirement goals. Take control of your retirement, no matter where you are now, with an Individual Retirement Account (IRA), 401(k) Rollover, or an Annuity.  Whether you're just starting out or would like to consolidate your existing retirement plan, we have a solution for you and we're here to help.

It's never too early to start saving for a loved one's education. A 529 Savings Plan can help reduce the financial burden associated with the rising costs of education. 529 Plans are one of the most popular ways of investing for education. They're state-sponsored programs, usually managed by a financial services firm. There are no federal taxes when distributions from the plan are used for qualified education expenses. The funds may be used for undergraduate, graduate, post-graduate, and even trade and vocational schools.

Before investing in a 529 plan, investors should carefully consider whether the investor’s or beneficiary’s home state offers any state tax or other benefits available only from that state’s 529 plan.