Our Services

You can have the financial freedom to follow your passions and create memories. We help you plan for your future.

Your goals are our priorities. And that is where we start. By identifying how we can assist you, we can begin a journey together. Once we set the course, you are on the way to meeting your financial objectives and, more importantly, pursuing your passions.             

Our clients benefit from our financial guidance in the following areas:

Comprehensive Financial Assessment and Strategy

Your unique plan is based on our analysis of many factors including cash flow management, personal net worth, and taxes.  Your current situation is examined and future objectives considered to design your path to move forward.

Retirement Planning

What is better: a ROTH IRA, 401(k), 403(b) or a Traditional IRA? It depends! With the ever changing rules, tax rates, and contribution limits, this can be a confusing question to answer. You will benefit because we can help you make the right choice.

Investment Advice

Do you know your current investments? With our educational-based long term investing approach, we help you reach your goals using appropriate investments for you.

College Planning

College tuition is one of the fastest growing costs over the last 30 years, with inflation of college costs outpacing even medical expenses. Would you like to help your children or grandchildren attend college? It is never too early or too late to make sure you are allocating your resources correctly. We help you take advantage of the many college savings methods as well as optimize your tax strategy to claim the appropriate tax incentives.

Estate Planning

Estate planning is for everyone, not just “retired” people or "the wealthy.” With our collaborative approach we help design a plan to help you take care of the people or organizations in your life that you care most about.

Insurance Analysis

Insurance is an often overlooked or avoided aspect of your financial plan, but we strive to make sure you are covered in the unlikely but potential financially catastrophic event. Whether it is Life, Disability, Home, Auto, Umbrella, Long Term Care, or Health, we evaluate your policies to help make sure you have just the right amount of coverage.

Tax Preparation

Since we are involved with your entire financial outlook, we can complete your personal tax returns and help you minimize your tax obligations.

 

Due to various state regulations and registration requirements concerning the dissemination of information regarding investment products and services, we are currently required to limit access of the following pages to individuals residing in states where we are currently registered.

Investments products and services available only to residents of: California, Washington DC, Delaware, Florida, Georgia, Indiana, Maine, Maryland, Michigan, North Carolina, Oklahoma, Pennsylvania, and Virginia

Securities offered through Securities America, Inc. Member FINRA/SIPC.

This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed.

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