• Investment Management

    We believe the process of investment management should begin with a careful and honest look at each client’s risk tolerance. Through getting to know our clients and having them complete risk tolerance questionnaires, we put together the best investment strategies to match their risk tolerance. We believe that if this very critical step is properly done, then our clients have a better chance at reaching their goals and remaining confident with their investments.

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  • Retirement Planning

    It is very important for you to have a retirement plan. We strongly believe that clients who do not have a plan in place have a very hard time reaching their retirement goals. In fact, according to the 2015 Retirement Confidence Survey by the Employee Benefit Research Institute, 57 percent report that the total value of their household’s savings and investments, excluding the value of their primary home and any defined benefit plans, is less than $25,000.

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  • Estate Planning

    We specialize in estate planning and tax reduction for retirees. We are confident that we can reduce your potential estate tax burden and probate costs significantly. We have the experience and credentials that give us the knowledge to know unique techniques to save your beneficiaries time and money. Our clients are confident knowing that the estate they worked so hard to create will outlast them and move on to their heirs. Your estate plan should be reviewed at least annually. Call us today and schedule a complimentary, no obligation consultation to calculate what your estate tax burden would be currently.

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