Our Services

 

 

 

 

Our Services

INVESTMENT ANALYSIS AND PLANNING

Comprehensive review of all of your investments as a whole
Match investment vehicles with your goals and needs

FINANCIAL ESTATE PLANNING

Beneficiary and titling review of wills and trusts
Preparation of Financial Life Journal/legacy plan for your family

RETIREMENT INCOME PLANNING

Develop a plan to reach your retirement goals
Manage income distributions in retirement

TAX PLANNING AND PREPARATION

Tax burden analysis and management
Annual 1040 tax preparation

INSURANCE

Analyze current insurance coverage
Provide Life, Health and Long Term Care policies

EDUCATION

Develop a workable plan for future education needs

DIVORCE FINANCIAL ANALYSIS & PLANNING

Develop a plan for the financial aspects of divorce
Assist in creating Affidavits and Division proposals

SURVIVOR/WIDOWHOOD ADJUSTMENT

Checklist to resolve paperwork changes
Financial plan for new lifestyle

Meet the team

Have you met our team?

We have a wealth of experience in the financial services industry.

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