Services we provide

Retirement Income Planning                                                                                                                                                     

  • Helping you quantify the amount of ‘income’ you’ll need for the rest of your life.
  • Recommending a savings and investment strategy to help you generate this lifetime income.
  • Preparing a step by step action plan to guide you - from calculating your needs to saving the money, and drawing income for life.

Financial Planning & Advice

  • Helping you define and quantify your needs (and wants).
  • Helping you manage your money so money doesn’t manage you.
  • Addressing your financial questions to minimize confusion and stress about money issues.
  • Helping you focus on your life rather than on your money.
  • Helping you create an Action Plan towards achieving your long term goals
  • Helping you get through big life changes - a new job, marriage, divorce, loss of a loved one, and retirement – and all of the decisions you will face.
  • Providing strategies and solutions to some of your biggest financial concerns and questions.


Wealth Planning & Investment Management

  • Managing your investment portfolio or assisting you as you manage it on your own.
  • Helping you identify your financial goals, time frame, and risk tolerance/objective.
  • Providing you a tool to view all of your investment portfolios on one site, no matter where the actual portfolios are held.
  • Customized, Brokered, or Separately Managed Account Investment Management (LPL Client Relationship Summary)

Estate & Charitable Planning

  • Helping you give away your money during your lifetime and at your death in the most desirable and tax efficient way.
  • Helping you define your financial and non-financial goals related to legacy, family, and causes that are important to you. 

Business Planning

  • Helping you evaluate your employee benefits, including:
    • Group Health Insurance
    • Long Term Disability
    • Group Life Insurance
    • Retirement Plans
  • Helping you identify the right Business Succession Plan
  • Evaluating and Securing the right Key Person life and disability coverage