Insurance Protection

Having solid strategies in place to help you prepare for the unexpected only enhances your financial health.


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Charitable Giving

Identifying an effective gifting strategy is important for both you and for the charity you support.


Retirement Plans & Qualified Plans

We also work with our business owner clients to help facilitate their companies’ retirement plans.  They can include 401(k) and other defined-contributions plans, as well as defined benefit and deferred-compensation plans.  We work with both start-up plans and established, high-balance retirement


Retirement Planning

The owners of closely-held businesses face unique challenges at every stage along the way.  We work with our business-owner clients to design and, where appropriate, fund strategies that inclu


Employee Benefits

In addition to retirement plans, we also offer group benefits plans, including group life insurance, long-term disability and long-term care plans.


Comprehensive Fee- Based Financial Planning

In a fee-based financial planning relationship, we’ll work with you to create a plan tailored specifically to your unique situation, touching on all facets of your financial world.  You are provided with a written, compressive plan, complete with customized recommendations and in-depth, thorough