helping clients achieve their financial goals

We provide ongoing comprehensive financial planning, estate planning, business planning, and educational planning solutions. We understand that your needs and goals change, and so do the market’s.

To keep up with the fast-paced environments, your investing strategy should rightfully change to address these variables. In order to keep up with these variables, we provide ongoing financial planning services on an annual basis.

In performing financial planning services, we typically examine and analyze your overall financial situation, which may include issues such as:

• Net Worth
• Overall Debt
• Retirement Savings
• Budgeting
• Tax Planning
• Employer Benefits
• Insurance Needs

The services we offer may focus on all or only one of these areas, depending on your needs and objectives.

Asset Management is the professional management of securities in order to meet your specified investment goals. With an investment management account, you engage us to assist you in developing a personalized asset allocation program and custom-tailored portfolio designed to meet your unique investment objectives. The investment in the portfolio account will consist of stocks, bonds, and/or Exchange Traded Funds (ETFs).

We will meet with you to discuss your financial circumstances, investment goals and objectives, and to determine your risk tolerance. Based on the information that you share with us, we will analyze your situation and recommend an appropriate asset allocation or investment strategy. Our recommendations and ongoing management are based upon your investment goals, objectives, and risk tolerance.

We will work with you on an ongoing basis to evaluate your asset allocation as well as rebalance your portfolio to keep it in line with your goals as necessary. We will be available by meeting or phone to answer any questions about your account.

We provide tax preparation solutions for individuals. These plans can complement future tax strategy plans and ensure your benefits today and during your retirement.

We provide estate document preparation services for the clients we work with.  An Estate Plan we prepare may typically include:

• Trust
• Power of Attorneys
• Trust Certification
• Last Will and Testament(s)
• Warranty Deed(s)
• Bill(s) of Sale
• and ongoing maintenance 

This complements long-term financial planning strategies that can benefit your future.