Core Financial Offerings

While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions.

Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following products and services:


Estate Preparation

Effective estate and gift planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate taxes due on the transfer of your business and other assets. For business owners, providing business continuity and succession of ownership is essential. With the assistance of your qualified attorney we can guide you through the complex process of getting your financial affairs in order.

Asset Protection & Insurance Planning 

Protect your loved ones or your business from financial hardship and shield assets from unnecessary taxation.

  • Life, disability and long-term care insurance
  • insurance needs analysis and planning
  • Policy review and audit
  • Risk assessment and management

Advanced Business Planning

We develop and implement strategies to attract, reward and retain key employees, insuring a smooth transition of your business when the time arrives for a change.

  • Employer-sponsored retirement plans
  • Business succession planning
  • Buy/Sell planning

Estate Preservation & Planning

A well-designed estate plan crafted by your qualified attorney not only help protect your family legacy, but also insures that your final wishes are carried out.

  • Wills, trusts and estate-tax minimization
  • Multi-generational planning
  • Planning for children with special needs
  • Charitable giving

Retirement Planning

Preparing for the retirement of your dreams takes vision, planning and discipline. Develop and monitor a custom plan to make your retirement everything you want it to be.

  • Investment assessment, management and monitoring**
  • 401(k) investment planning**
  • Retirement income planning**
  • Pension and qualified plan distributions
  • IRA and ROTH IRA**

Wealth Management Services

Our proven professionals will work to set realistic wealth accumulation goals based on your personal situation.

  • Holistic, coordinated and ongoing advice
  • College planning and 529 plans**
  • Tax Minimization strategies

Employee Education Program

Everyone operates from a position of limited resources - time and money being two of the most significant. We serve employers with a useful educational program that brings financial literacy to their employees, assisting them with essential material on savings, investment, debt management, estate planning and more. What employees learn helps them make the choices that lead to a better life - and makes them better members of your business family.

Business Succession Planning

Once you decide to move on from your company's daily operations, an effective transition to your successors is critical to the firm's continued success. With a solid background in tax and other financial matters we are fully qualified to address the complex issues of business continuation and can assist you in developing a stategically sound plan.