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<span>OUR SERVICES</span>

OUR SERVICES


Planning. Portfolios. Protection. 

Our goal is to provide you with a variety of investment and financial planning solutions that are custom to your needs and the current market conditions. We are strategy-driven, not product-driven.  We implement quality investments regardless of brand name. We work on your behalf to curate and implement a plan for your financial freedom – however it may look for you. 


PLANNING

Our team of experts, which includes a CFP® professional, can design a personalized financial plan for you and your family. This collaborative process starts with a conversation and learning what is important to you. We will work with you to implement the steps toward your goals and retirement planning. With a clear plan in place, we are there to meet regularly, adjust accordingly and monitor every step of the way.

Below are some examples of complex financial planning strategies:

• Goal Planning (Home Purchase, College Funding)
• Retirement Planning
• Estate Planning Techniques
• Business Planning Strategies
• Risk Management Strategies
• Gifting Strategies


PORTFOLIOS

The key to investing is taking it at a pace that's right for you and staying focused on your long-term goals. First, we'll help you understand investment fundamentals and then prioritize your goals. Next, we will asses your risk tolerance and tax situation. Finally, our investment professionals, including our in-house CFA, will present a portfolio proposal that fits your needs.  

We offer a full range of investment management products and strategies:

• Stocks, Bonds, Mutual Funds
• Indexed Funds, ETF's (Exchange Traded Funds)
• Custom Model Portfolios
• Tax-Advantaged Portfolios
• Strategies for Excess Cash Reserves
• Structured Notes
• Sustainable Investing: ESG (Environmental, Social, Governance) and SRI (Socially Responsible Investing)
• Alternatives and Real Assets (Private Equity, Hedge Funds, REITs, Commodities, etc.)
• Hedging Strategies
• Downside Annuity Protection Strategies
• Discretionary Client Portfolio Management

Click here to view our Advisory Cost Structure


PROTECTION

The uncertainties of life are wide ranging, and many of them can threaten the financial security of you and your family. Money management is about more than just accumulating and investing your assets - you also have to protect those assets. 

We offer a variety of risk management and asset protection strategies:

• Short term and long-term Disability Insurance
• Long Term Care
• Lifetime Income Strategies
• Fixed and Variable Annuities
• Term and Permanent Life Insurance
• Business Owner Protection Strategies


How can we help? 

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