SERVICES

I offer a wide range of services and products designed to provide you with the flexibility you’ve been searching for. Choosing the right solutions for your unique situation can be easier than ever before. With access to a network of provider resources, I can guide you through a complex, changing world of risk and opportunity.

 

 

Fee-Based Financial Planning

Whether seeking a comprehensive financial plan or simply an analysis of one particular piece of your financial puzzle, we follow a personalized, disciplined process to ensure that we provide actionable recommendations.  The team spends 15 to 30 hours focused on you developing a personally crafted customized plan for one flat fee with no time limit. Written recommendations are provided on how to optimize what you have and improve areas of weakness. Periodic updates are critical to the long term success of this process.

 

 

Wealth Management

The heart of our practice is dedicated to constructing and managing client investment portfolios. With access to industry-leading money managers, we utilize cutting-edge technology and a deep pool of intellectual capital to develop personalized investment strategies.

Investment management is a process, not a product. From identifying short and long-term objectives, to assessing resources and your level of risk tolerance, I strive to gain a deep appreciation for every aspect of your situation before offering recommendations. As markets shift and your personal needs change, our customized strategies are built to evolve.  Through me you have access to:

  • Individual Stocks and Bonds
  • Fee based Managed Accounts
  • Mutual Funds and ETFs
  • Fee Based Financial Planning Services
  • IRAs, Roth IRAs
  • 529 Plans
  • Fixed and Variable Annuities
  • Alternative Investments

 

 

Insurance Services

  • Life Insurance
  • Disability Income Insurance
  • Long-Term care insurance

 

 

Employee Benefits

  • Group Insurance
    • Health Care
    • Dental Coverage
    • Life Insurance
    • Short Term and Long Term Disability Income
  • Qualified Retirement Plans, Pension and Profit Sharing Plans: 401(k), SEP, and IRA
  • Executive Benefit Planning (key-person, deferred compensation, buy/sell issues

*General securities are available only on an unsolicited basis.

Some health insurance products offered by unaffiliated insurers.

Financial plan recommendations can be implemented with the advisor of your choosing. Implementation of specific products or services may result in commissions or fees outside of the financial plan fee. Periodic reviews of your financial plan may require a new planning agreement and result in additional fees.