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Investment Services

We provide our clients with a road map to their financial future by identifying where they are today, where they want to be tomorrow and how to get there. Our goal is to develop strategies that suit your unique needs and determine appropriate ways to minimize taxes. Our financial services include:

Wealth Management

We seek to help clients build and protect their wealth while minimizing taxes. We work closely with clients to implement and regularly manage a strategy that complements their unique financial objectives.

Retirement Planning

Many of our clients planning for retirement are focused on preserving their wealth and creating a consistent income stream that lasts through retirement. With this in mind, we develop conservative strategies with a focus on risk management.

Estate Planning

Preserving assets and transferring an estate to family members and heirs can be complicated and confusing. We can help you articulate your estate planning needs and wishes to develop a strategy that works for you and your family, as well as coordinate the work of other professionals who may be involved.

College Planning

We can help you evaluate funding and savings options (such as 529 Plans or education trusts), and create an education strategy tailored to your wishes.

Cash Flow Analysis & Debt Management

Many young clients are concerned with growing their family and careers while paying off debt. We can assist with debt analysis, consolidation and budgeting.

Insurance

There are a number of different insurance options available and it can be confusing determining which policies are most appropriate for an individual and their family. We can help educate clients on insurance options including life, disability and long-term care.

We believe that the best way to chart a course to your retirement is to view your plan holistically by examining both the tax and financial implications of your plan.