Financial Planning & Wealth Management

Tailored plans & strategies.  Not one-size-fits-all products.

Focus and Expertise

Our investment and insurance professionals specialize in creating customized financial plans and wealth management strategies tailored to a client's objectives.  We cohesively partner with clients' to implement, manage and modify their plans to stay on track.

Philosophy and Process

We believe that sound financial planning doesn't happen in a series of fragmented, short-term events.  We take a long-term, strategic approach, combining finances, objectives and expectations to create a pragmatic, obtainable and results-driven financial plan.  A comprehensive plan that clients can implement today and revise as their financial needs mature.  We view our client relationships the same way.  As an enduring and dedicated partnership, working together to address the complete picture while embracing the intricate and evolving details.

Value Proposition

  • Evaluate income and expenses, assets and liabilities, tax returns and personal and corporate investments to create a clients' complete financial picture.
  • Analyze current insurance policies to maximize protection and minimize cost.
  • Establish financial goals, including current and long-term objectives, financial and emotional risk tolerance and total return expectations.
  • Utilize our Financial Planning Software to integrate a clients' personal data and allow for interactive, real-time client/advisor participation in the planning and execution process.
  • Work with our professional partners to present clients' with results-driven solutions tailored to their objectives.
  • Collaborate with clients' to hone and refine solutions into a plan that is uniquely theirs.
  • Review plans periodically and meet with clients' regularly to ensure plans are on track to meet objectives and evolve when financial situations evolve.      

Our Services

  • Real-Time, Interactive Financial Planning Software
  • Financial Planning
  • Retirement Distribution Planning
  • Risk Management/Insurance Planning
  • Long-Term Care Planning
  • Wealth Management
  • Education Planning
  • Social Security Analysis
  • Estate and Tax Analysis
  • Executive Income Continuation
  • Defined Benefit/Cash Balance Plans
  • Employee Benefits
  • Company Retirement Plans