Broker Check

Personal Financial Planning

Investment Planning & Asset Management

In today’s economic environment, obtaining investment information is easy; choosing the investments that are appropriate for you is much more difficult. We will assist you in identifying your investment objectives, evaluating your risk tolerance, analyzing your current portfolio, developing an appropriate asset allocation strategy and recommending various alternatives tailored to help you meet your individual needs and goals.

Retirement Planning

With retirement often lasting for 20 years or more, many of our clients are concerned about outliving their savings. To avoid a savings shortfall, it is critical to spend time now to help ensure that you will have the capital to afford the retirement lifestyle you desire. We will guide you to choose the appropriate techniques to accumulate wealth for retirement income and offer sound alternatives for asset allocation and income distribution following retirement.

Estate Preservation Planning

Estate taxes can significantly shrink the size of your estate. Proper planning is critical to help minimize estate settlement costs and provide a comfortable living for your family. We provide advice on issues including property ownership, distribution strategies and estate tax reduction strategies.

Business Planning and Corporate Solutions

Business Owner Planning

If you are a business owner, we can help you to decide whether to keep or sell your interest at death, disability or retirement. Whatever your decision, we can assist you in retaining its value for you and your family. Furthermore, we will evaluate the tax consequences of your options and help you reduce their impact at the time of transfer.

Corporate Retirement Plans

Our firm specializes in design review, implementation and servicing of corporate retirement plans for small to mid-sized privately owned businesses. The essential services we provide are plan design review, investment platform selection and the education of your employees.

Non-Qualified Deferred Compensation Plans

In an era of free-market enterprise, the competition faced by businesses in private industry has increased substantially. The emphasis on attracting, retaining and motivating key executives has gained paramount importance. Let us show you how Non-Qualified Deferred Compensation Plans can act as a tool for retention as well as deferring income taxes.  

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you. |  (610) 727-4900