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Wealth Management Services We Offer

Our Services

First, we strive to understand your goals. Next, we partner with you to create a customized strategy to help achieve those goals. Always, we adjust, and accommodate as your life and your goals continue to evolve.

Retirement Income Planning

We strive to understand your goals and customize retirement strategy to fit the plan. If you work with us to manage assets on your behalf, Financial Planning is included with no separate fee and the ongoing fee is billed based on the assets we manage for you. View Our Fees >

Education Funding

Education planning will help ensure that your children or grandchildren will have the funds available to pay for higher education expenses. There are several options when considering education plan including 529 Plans, Coverdell Education Savings Account, and gifting.

Estate Planning

We strive to understand your goals, then help you establish the estate planning and preservation strategies you conclude are best, given our work together and with the attorney of your choice.

Cash Flow and Tax Planning

Workplace Benefits Planning

Holistic Financial Planning

Financial planning fee start as low as $1000. Strengths and vulnerabilities of:

  • Estate Planning
  • Retirement Planning
  • Tax Planning
  • Investments
  • Insurance

Fee estimate is determined after initial discussion and based on complexity of assets, liabilities and goal scenarios to be reviewed (range from $1000 - $10,000).

Investment Management

Based on your goals for the use of the investments (windfalls from sale of an asset, business, inheritance or settlements, et al), we plan and manage through life’s transitions.

Insurance Planning

We provide you an evaluation of the risk protection that meets your goals and contingencies. Then, if you choose, help you implement an asset protection strategy through the use of insurance (life, disability and long-term care) and annuity products. Fees for each specific solution fully disclosed for your consideration prior to issue of the insurance.

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you. | (612) 638-2727