Our Services

Overview

We consider it a key priority to help you ‘tune out the noise’ created by the financial news media and the multitude of firms that create financial products.  Broadly speaking, our focus is to help you solve specific problems, create a plan suitable for you, and to help you stay with that plan and adjust it as needed. 

Beyond that, we aim to help clients create powerful strategies that help them accumulate assets in preparation for retirement. More specifically, we look to help popularize certain types of qualified retirement plans which we believe are underutilized. When suitable, these plans may help clients accumulate retirement assets more rapidly, plans allowing for larger pre-tax contributions. These plans could potentially have a powerful impact on your retirement planning. Please note that these plans may not be appropriate or feasible in all situations: a thorough discussion is required before proceeding to the planning stage.

Below is a partial list of services that we offer:

• Investments
• Sophisticated Asset Allocation Solutions
• Retirement Plans - Accumulation
• Retirement Income Planning ('Distribution Phase')
• Insurance
• Community Bank Stocks