Who We Help

Retirees/
Pre-Retirees

We partner with retirees/pre-retirees in the often-daunting task of retirement planning, and help in executing the plan successfully throughout retirement. 
  • Social Security planning
  • Minimizing taxation of Social Security 
  • Balancing assets in a tax-friendly, efficient way
  • Investment portfolio management
  • Protecting assets in retirement
  • Preventing bad timing on when to use/draw on your assets

Businesses

We work with employers and business-owners to meet the diverse needs of business finances, and help in providing benefits to employees. 
  • Employee benefits including health, life, and disability insurance
  • Business succession
  • Tax planning & preparation
  • Financial planning and employer-sponsored retirement plans
  • Key man and buy-sell agreements
FOR BUSINESSES

Families/Individuals

We love helping individuals and families at any level make the most of their income, and plan for the future.
  • Forming plans for college, retirement, home purchase, etc.
  • Investment portfolio management
  • Budgeting
  • Debt management
  • Protecting assets and income
  • Building wealth
  • Insurance review (life, disability, liability review)