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Our Services

Investment Advisory Services

With our comprehensive investment advisory service, we provide investment planning and implementation for individual and business clients including:

  • Developing Client Objectives and Risk Tolerance
  • Defining Appropriate Asset Allocation
  • Selecting and Implementing Specific Investments
  • Monitoring of Client Portfolios
  • Attentive Servicing of Each Client’s Needs

Personal Financial Planning

Coordination of a client’s financial situation and objectives which may include some or all of the following:

  • Asset Preservation/Protection
  • Employee Benefits
  • Estate Planning
  • Retirement Planning
  • Risk Management and Insurance
  • Tax Planning

Special Situations

Planning tailored to specific situations such as:

  • Charitable Giving
  • Loss of Spouse
  • Divorce
  • Education Funding
  • Executive Benefits/Stock Options
  • Inheritance
  • Legal Settlements
  • Long-Term Care
  • Retirement Plan Distributions
  • Wealth Transfer