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


Investments and Assest Management

A strategic approach to investing focuses on building a portfolio with a level of risk and reward that’s appropriate for you.





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


Charitable Giving

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