Families and Individuals
We develop tailored solutions to help you work towards your financial goals. Our focus encompasses the Accumulation, Protection and Transferring of your assets to future generations to meet your family’s objectives.
Almost everyone nearing retirement is too busy to do in-depth retirement planning. We work with a team of professionals to make sure all areas of retirement planning are addressed, especially focusing during this phase of life on the accumulation of adequate holdings for a comfortable, worry-free retirement.
The transition into retirement can be overwhelming. Furthermore, every insurance agent and broker seems to be selling a high-priced annuity loaded with hidden fees and surrender charges. We work with clients to make this transition intelligently over time, using low-cost no-load investments. We also help with the many decisions faced by a retiree.
Small Business Owners
The needs of each business owner are unique. We create an environment that allows you to focus solely on the growth and security of your business. Our wealth management solutions are designed to integrate both your personal and business financial needs via a customized plan to maintain the strength of your business and to work towards personal financial security.
In addition, many owners have the desire but lack the skill and time to find ways to help their employees prepare for retirement successfully. We work with countless businesses providing retirement plan services, risk management consulting, succession planning and estate planning.