Financial & Investment Solutions
Helping Clients Succeed Financially
As a CERTIFIED FINANCIAL PLANNER™ and fiduciary, we put your interests first and work with you to create strategies for building wealth and reducing risk over the long term.
Putting your interests first means we are not a fee-only, one size fits all firm. We are a full-service financial planning practice, bringing you best in class solutions in investment advisory services and traditional brokerage as well as retirement income, risk management and estate planning strategies.
We provide a full range of financial solutions and work with you to select the ones that will help in your unique situation. Some of the products and services we provide are below.
Investment Advisory Services – Private wealth management, including portfolio construction, incorporating strategic allocations with tactical considerations based on market and economic cycles.
Traditional Brokerage – Individual Stocks and Bonds, Mutual Funds, Exchange Traded Funds, Unit Investment Trusts, Preferred Stocks, Closed-end Funds and Stock Options.
Retirement Income Planning – Sophisticated planning tools to help ensure you have the income you’re counting on throughout retirement, including customized social security analysis.
Charitable Gifting Strategies – Give and reduce taxes through qualified charitable distributions (QCD), gifting of appreciated securities, donor advised funds and charitable annuities.
Annuities – Variable, Fixed and Indexed strategies for asset protection and guaranteed lifetime income.
Business Retirement Plans – SEP & SIMPLE IRAs, 401(k) & 403(b) plans offer tax deductions and tax deferred savings for business owners and their employees.
Educational Funding (529s) – Tax-advantaged accounts that can be used to cover educational expenses from kindergarten through graduate school.
Life Insurance – Term, Universal and Variable Life policies (as well as review of older policies).
Long-term Care Insurance – Traditional and asset-based options.
Legacy & Estate Planning Strategies - We work closely with estate planning professionals to help clients create a comprehensive, tax efficient wealth.