Advisory Business | Services Offered:
We serve individuals, families, businesses, foundations, and endowments in all areas of investment planning to help build, manage, protect, and transition wealth.
We add VALUE to our clients by administering the following:

  • Determining your asset-allocation needs
  • Helping you understand your risk tolerance
  • Recommending the appropriate investment vehicles to help you reach your financial goals
  • We provide discretionary portfolio management strategies using individual equity strategies, fixed income, exchange traded funds (ETFs), mutual funds, and alternative investments.
Retirement Planning
  • Helping to make the most of your employer-sponsored retirement plans and IRAs
  • Determining how much you need to retire comfortably
  • Managing assets before and during retirement
  • Income dispersion during retirement years | Cash-Flow Analysis
The Wealth Analysis Planning Process
  • Goal-based advice with statistical modeling capabilities
  • Wealth Analysis tool that allows our group to constantly monitor, model, and prioritize your goals based on life circumstances
Tax Management
  • Helping to make sure your portfolio is tax-efficient
  • Developing tax-efficient investment strategies
  • Referring you to qualified tax specialists
Estate Planning
  • Working with estate-planning and trust specialists available through affiliates to help review your wills and trusts
  • Help preserve your estate for your intended heirs
  • Help establish beneficiary designations and review beneficiary designations
  • Help reduce potential exposure to estate taxes and probate costs and coordinate with your tax and legal advisors
Education Funding
  • Recommending investment and accumulation strategies to help you pay for your children's education
  • 529 Plans Education Plans
Risk Management (Insurance)
  • Reviewing existing insurance policies
  • Long-Term Care Analysis
  • Survivor-Needs Analysis (Discussing appropriate coverage for income replacement)
Employee and Executive Benefits
  • Helping your business attract and retain qualified employees through benefit packages
  • Managing and Consulting on 401(k) Plans
  • Pension consulting services
  • Trustee/Fiduciary Reviews
Cash Flow and Debt Management
  • Review of your income and expenses to determine surplus and deficits
  • Debt payoff planning advice
  • Cash reserves build-up counseling