Financial Planning

We Offer a Wide Range Of Investments & Financial Planning Solutions

Building on our mission to provide our clients with premier financial support; we seek to develop coordinated and custom financial planning solutions integrated with your individual or business tax needs. We believe our unique team based approach allows us to review your financial position on a cross-disciplinary basis serving to identify opportunities; as well as omissions that other firms may fail to identify. Your current financial position will be evaluated by our in-house Certified Financial Planner Practitioners™ in conjunction with our CPA team in developing your customized recommendations.

Our financial planning process has been developed in a consultative manner acknowledging that you should be intimately engaged in the decision making process. We strive to ensure you are fully aware of all pertinent factors affecting your specific near-term and long-term objectives so that you are able to make decisions with clarity of mind and purpose. Throughout our financial planning process you will feel empowered, engaged and educated in a way that will make you wonder why this is the first time you’ve explored your finances in such a meaningful way.

We offer actionable advice within the following broad categories:

Retirement Independence

Are you on track to live the retirement lifestyle you seek?

  • Wealth accumulation
  • Income Distribution
  • Social Security evaluation
  • Medicare coordination

Independent and Unbiased Portfolio Management

Is your portfolio supporting your long-term vision?

  • Exchange Traded Funds
  • Mutual Funds
  • Individual Stocks & Bonds
  • Variable & Fixed Annuities
  • Alternative Investments


Will your family continue to flourish in the event of an unexpected health event?

  • Health insurance
  • Life insurance
  • Disability insurance
  • Long-term care planning

Estate Planning

Have you created a thoughtful transition strategy supported by documentation?

  • Understand important estate planning documents all individuals need
  • Ensure your wishes are coordinated with your assets' positioning
  • Maximize the benefits your heirs receive from your life’s efforts
  • Protect your wealth from depletion at the hands of tax inefficiency


Are you extracting adequate value from your business interests?

  • Executive compensation structures
  • Employee benefits
  • Employer sponsored retirement plans
  • Business succession and buy-sell funding

We realize not every client needs the same solution at the same time in their lives. Our customized recommendations are built upon clearly presented analytics – rules of thumb need not apply! If you have objectives that do not fall neatly within these categories; we look forward to learning about the passions that drive you and helping you to create your own unique financial path!

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. | Contact Us