We believe that a lifetime of service to our clients doesn’t just include caring for your wealth through investment, retirement, tax, and estate planning. We guide you through adverse market events and help you avoid emotional decision-making by keeping you informed and educated. 

Investment Planning

Planning your investment strategy isn’t a one-time practice. It is an ongoing balancing act between your goals and selecting the right investments to help you manage them.

Retirement Planning

Retirement planning is not as simple as those two words indicate. There are many layers to a comprehensive retirement plan. From assessing your current resources to determining when and how to take your social security benefits, we help you design the right strategy so you can enjoy a confident retirement.

Tax Planning

The purpose of tax planning is to ensure that all your investments are positioned in the most tax-efficient manner. From organizing the timing and structure of withdrawals to tax-harvesting strategies for non-qualified investments, we work with you and your CPA to ensure that your wealth is not eroded by taxation.

Estate Planning

No one wants to think about the inevitable, but avoiding it can cause serious issues for your heirs. We work closely with your estate attorney to manage your assets to distribute according to your wishes and your legacy preserved for future generations. It is never too early or too late to develop a plan for your estate.

Life Planning

We believe serving our clients properly involves being there for the major and minor things in life. Our family is here for your family, from budgeting to setting up a savings plan for specific goals or figuring out if that new car is financially feasible.

Risk Management

Risk comes in all shapes and sizes, and we all know that life can throw us a curveball from time to time. Managing the risk inherent to life is the best possible way to make unforeseen events less stressful. Providing for your family in the event of death or major illness is imperative. We can make sure you and your loved ones are prepared for whatever life brings.

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. | (724) 731-0120