For Individuals

• Create and manage investment strategies for clients–with NO proprietary products, we are able to do so with complete objectivity
• Act as Fiduciary = your interests first–always!
• Create plans for your goals including retirement, home purchase, college planning, estate planning, insurance planning, charitable giving, and debt management
• We work with you with ongoing support to help adjust goals and make plans to successfully reach your financial plans

For Corporations

• Assist in creating plan design using background in plan document design, employee benefit law, and third-party administration to create ways to maximize benefits to owners and employees
• Assist with communication between platforms and administrators, allowing employer clients one person contact when desired.
• Small business- help analyze various retirement plan options and costs and advise on what is most appropriate
• Larger business–look at ways to ‘reward’ executives through various plans and designs
• Help to decrease the burdens on HR professionals

Where will retirement take you?

Contact us today to schedule an appointment and learn more about what we have to offer.

Contact us