THOUGHTFUL SERVICE AND TAILORED STRATEGIES, WITH YOUR NEEDS AT THE CENTER

Our business was built to serve you. Collectively, we offer decades of experience, which we dedicate to crafting innovative, thoughtful financial strategies for clients. We take the time to get to know your lifestyle, goals and values, so that we can deliver a plan designed to propel you toward the future you’ve envisioned for yourself and your family. Offering the breadth of resources and capabilities of a large corporation, we provide the tailored, attentive service of a small firm.

Having choices is important in investment and financial planning. We believe our clients' plans should change as their lifestyles and needs do . . . and that may include what is in their portfolios. As a result, we offer our clients an extensive array of investment alternatives and services.

FINANCIAL PLANNING SERVICES WE OFFER:

• Conduct initial and ongoing fact-gathering meetings.
• Prioritize existing goals and issues.
• Develop, implement and manage a comprehensive plan of action.
• Create preretirement savings plans and postretirement income plans.
• Develop education funding plans for children and grandchildren.
• Review employer 401(k) alternatives and provide assistance with current and future allocations.
• Establish and maintain employer retirement plans and provide participant education.
• Provide guidance on employer stock option strategies.
• Review existing insurance and annuities for suitability and efficiency.
• Provide life insurance, annuities and long-term healthcare insurance.
• Review external investments for appropriateness, risk and cost.
• Conduct continuing education meetings and seminars.
• Assist with the determination of net worth and estate valuations.
• Provide recommendations for CPAs and attorneys.
• Provide access to industry-leading investment research and analysis.

ACCOUNT SERVICES WE OFFER:

• Online account and statement access.
• Automated electronic investments and distributions.
• Process incoming monthly direct deposit pension and social security payments.
• Provide notice of mandatory minimum distributions.
• Provide checking and savings accounts and debit cards
• Provide support on bond calls, principal and interest payments.
• Provide support on unit trust and CD rollovers.

When implementing a financial strategy, we leverage the full expertise of our team, conducting thorough research before hand-picking investments that are consistent with your tolerance for risk and are designed to help you achieve your objectives. We offer independent guidance, with your financial needs and preferences at the center of everything we do.

We advocate for your long-term financial success, through persistent management and on-going guidance. By utilizing the full bandwidth of our firm’s knowledge and expertise, we provide the service and counsel necessary to enhance your financial outlook and propel you toward your goals.