About Us

Our area of specialty is with Employer-Sponsored retirement plans.  However, we work with an extremely diverse clientele, and our professionals are committed to providing a robust and comprehensive platform of services.  Here is a listing of our capabilities by category:

1) Retirement Planning:  During your working years, we will assist in setting up programs for what we call the Wealth Accumulation phase.  During your retirement years, we will work with you to design a retirement income distribution strategy to provide you with a long-term plan so that your assets can continue to work for you.  Our advisors will assist you with your 403(b), 457, 401(k) rollover, traditional IRA, Roth IRA, SEP IRA, and other retirement plan products.

2) Education Planning: If you are like most parents or grandparents, you are most likely concerned with the ever-increasing cost of College Education.  We will help you identify what that cost could be, and assist you with tax-advantaged strategies to address this concern.

3) Wealth Management: Our team is extremely proud of the level of one-on-one service that we provide.  We know that one of the major reasons why households will "shop" for a new advisor is because they are not receiving the type of communication and service that they deserve.  Those assets that you have accumulated over your lifetime are very important to you, and we understand that.  We will take the time to assess your risk tolerance, your time horizon, your priorities, your philosophies, and your expectations, so that we can work with you to manage your wealth with intelligence and competence.

4) Estate PlanningStrategies: If you do not have the proper plan(s) in place, the federal government may take a large portion of your estate upon your passing!  How do you feel about this possibility?  We can assist you in assessing your current situation to determine if you are taking measures to ensure that this does not happen.

5) Risk Management: Do you have a plan in place so that in the event something happens to you, your loved ones are taken care of?  We do extensive work with our clientele, providing them with Life Insurance, Long-term Care Insurance, and Disability Insurance.  Don't wait until it's too late to protect those that are most important to you!

 

Every one of our professionals carries mulitple FINRA securities registrations as well as Life and Health insurance licenses.  We pride ourselves in our commitment to this career, and we are continually participating in trainings to stay current with changes in regulatory requirements. 

 

 

 

 

 

 

 

 

 

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