Our Services

The financial management process begins with an in-depth evaluation of your current financial situation.  Once we have identified your overall objectives, we will then focus on your specific investment, retirement, tax planning, and estate conservation goals and develop a course of action.

In the face of changing economic conditions and market swings, we advocate investing sensibly and conservatively over the long run and maintaining an adequate level of insurance coverage.  We will work side by side with you so that you are confident and comfortable with the financial recommendations we make.  Whether the aim is to create a college education for your children, plan for your own retirement, or protect your estate from probate and undue taxation, we utilize a group of professionals that have the answers and solutions that can help you make the most of your finances.

Our process is not a get rich quick strategy based on "hot tips".  Instead we employ a disciplined process that sophisticated investors have followed successfully for decades.

While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions.

Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following products and services:

  • Tax management
  • Investment management strategies
  • College assistance
  • Retirement planning and income distribution 
  • Estate conservation and generational continuance