Our Services

As an independent financial firm, we can offer customized financial services to fit the needs of each client.

We attempt to offer flexibility and variety in the approach that we take with each client.  We offer both Fee-Based Advisory services and/or a more traditional approach to financial services.   We help each client decide on the most appropriate way to work with our firm.

We often begin the relationship with a new client on a flat fee basis.   This allows us to take the time to truly analyze your financial position and develop a list of unbiased recommendations.

The core services we offer for Individuals and small business owners are:

  • Comprehensive "Real" Financial Planning
  • Wealth Management (On-going Financial Planning)
  • Retirement Solutions and Planning
  • Investment Advisory Services and Management
  • Estate conservation and Planning
  • Business Planning
  • Retirement Plans (401k, Simple IRAs, etc)
  • Employee Benefits for small businesses
  • Education strategies
  • Life, Health, Disability and Long-Term Care Insurance
  • Annuity products