Our Services

We serve individuals and businesses in all areas of financial management, including:

• Education funding
  
  Recommending investment and accumulation strategies to help you pay for your children's education.  Helping you navigate the complicated financial aid system so as to maximize your eligibility for need-based aid.
• Retirement planning
  
  Making the most of your employer-sponsored retirement plans and IRAs. Determining how much you need to retire comfortably. Managing assets before and during retirement.
• Investment Planning
  
  Determining your asset allocation needs. Helping you understand your risk tolerance. Recommending the appropriate investment vehicles to help you pursue your goals.
• Risk management
  
  Reviewing existing insurance policies. Recommending policy changes when appropriate. Finding the best policy for your situation.
• Estate preservation
  
  Reviewing your wills and trusts. Helping preserve your estate for your intended heirs. Helping with beneficiary designations. Reducing exposure to estate taxes and probate costs. Coordinating with your tax and legal advisors.
• Tax management
  
  Looking for ways to help reduce your current and future tax burden. Referring you to qualified tax specialists.