The resources
to plan for your success -
however you define it

We all want different things out of life – and wealth. Fortunately, all those things can be planned for with some common and comprehensive planning strategies. Applied specifically and personally, the services we offer can help you plan for success as you see it, whether that includes a second home on the coast or a financial legacy for generations to come.

From straightforward to highly sophisticated, we’ll consider your current situation, establish your needs and goals, create or reconstruct a portfolio and carefully assemble an overall wealth plan designed to help you live the life you want.

From retirement saving strategies to retirement income plans and from Social Security to IRA rollovers, we’ll help you build a plan and manage your resources at each stage of retirement.

Risk is an unavoidable part of life, but with our sensible approach to investing and services including insurance planning to ensure adequate coverage, we strive to limit your exposure and mitigate risk.

With access to a full range of trust, estate and tax planning services, our team will work closely with you and your family to help establish and maintain your financial legacy.

Funding a child’s or grandchild’s higher education can be a personally rewarding use of your wealth. We can help you provide for this opportunity with investment vehicles such as 529 college savings accounts and specialized trust vehicles.

Seventy percent of people turning 65 can expect to use some form of long-term care during their lives.* Medicare provides only limited coverage and does not cover custodial care, the type older individuals often need. We can help you secure long-term care insurance to help you preserve your savings and give you access to a range of care options.

These policies have exclusions and/or limitations. The cost and availability of LTC insurance depend on factors such as age, health, and the type and amount of insurance purchased. As with most financial decisions, there are expenses associated with the purchase of LTC insurance. Guarantees are based on the claims paying ability of the insurance company.

*Source: U.S. Department of Health and Human Services; LongTermCare.gov

A well-constructed 401(k) plan or profit sharing plan is an ideal way for organizations to attract and retain quality staff, as well as help owners, executives and directors plan and save for their own futures. We can help you establish, manage and run the plan that is right for you and your company or nonprofit.

We are involved with all aspects of the plan, including investment policy statement development, investment recommendations, provider reviews, annual reviews and a high level of education for employees on site.