Financial Advisory
As an integrated tax and financial services firm, we help you understand the tax implications of your investment choices and ensure you are making the right decisions to help you achieve your financial goals.
We focus on the three Cornerstones and tailor our guidance to you and your family's unique financial needs.
Accumulation & Wealth Management: focusing on growth and preservation of your investments, with a secondary focus on transferring your wealth efficiently and effectively
Guaranteed Retirement Income: ensuring that you have enough money during your retirement years with sustainable income streams in place, even when markets go down (Guarantees are based on the claims paying ability of the issuer)
Lifestyle Preservation: protecting your financial assets and your family's well being through the use of estate planning and insurance
Our approach begins with listening to your goals, your dreams and your challenges. We take the time to truly understand your perspective and give you the comfort of knowing you're working with people you can trust.
Most importantly, we are satisfied only when you are.
Financial Consulting & Wealth Management
- Retirement Planning
(Traditional IRA, Roth IRA, SEP IRA, Simple IRA, 401(k) Plans, 403(b) plans, Profit Sharing Plans, Defined Benefit Plans, Annuities) - College Planning
(Education IRA & 529 Plans) - Asset and Wealth Management
(Mutual Funds, Alternative Investments, Stocks, ETFs, Government Securities, Bonds) - Estate Planning
Insurance
- Life Insurance
- Long-term Care Insurance
- Group Health Insurance
- Individual Health Insurance
- Disability Income Insurance