Our Services

The specific services that we provide are designed to support you at different stages of your life:

• Wealth Management – From investment selection and professional asset management to cash flow and tax planning services, our objective is to establish a solid financial base from which you can meet your specific goals.
• Risk Management – After a full analysis of your financial situation and exposure to risk, we will suggest a combination of insurance alternatives … from life and disability to long-term-care.
• College Funding – Depending on your unique situation, we will help you meet this challenge with one of a variety of alternatives, including 529 plans, minor's trusts and education savings accounts.
• Retirement Planning – Helping you prepare for the retirement you envision is important to us. And, as retirement draws near, we will help transition your assets, including those you have amassed through a company's retirement plan, to investments designed to provide the income you need to sustain your standard of living.
• Estate Planning – We will work with you and your other professional advisors to make the best use of wills, trusts and other estate planning alternatives. We want to ensure your life's work - and your legacy - continues.

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Congratulations
to Adam Meinrod and Chris Leeper
on achieving membership in the
Chairman's Council
for the 5th consecutive year.

*Membership is based mainly on assets under management, education, credentials and fiscal year production. Re-qualification is required annually since prior membership is no assurance of future membership.