We offer financial services to help you with life’s biggest questions. Whether you’re preparing for retirement, raising a family, running a business or all the above, we have the strategies and the know-how to help.
Having solid strategies in place to help you prepare for the unexpected only enhances your financial health. We offer several options for life insurance, long-term disability income insurance (LTD) and long-term care insurance (LTC).
A strategic approach to investing focuses on building a portfolio with a level of risk and reward that’s appropriate for you. It’s a complex, ever-changing task that calls for the knowledge, judgment and independent perspective we may offer. We help our clients choose from a wide variety of asset managers and utilize mutual funds, exchange-traded funds, separately managed accounts and more.
Identifying an effective gifting strategy is important for both you and for the charity you support. Developing a thoughtful, long-term approach for charitable giving can help you maximize the impact of your donations.
The owners of closely-held businesses face challenges at every stage along the way. We work with our business-owner clients to design and, where appropriate, fund strategies that include: succession planning, executive carve-out plans, key employee retention, buy-sell arrangements, and key-person arrangements.
We also work with our business owner clients to help facilitate their companies’ retirement plans. They can include 401(k) and other defined-contributions plans, as well as defined benefit and deferred-compensation plans. We work with both start-up plans and established, high-balance retirement plans.
In addition to retirement plans, we also offer group benefit plans, including group life insurance, long-term disability and long-term care plans. Financial professionals do not provide tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.
In a fee-based financial planning relationship, we’ll work with you to create a plan specifically tailored to your financial situation, touching on all facets of your financial world. You are provided with a written, comprehensive plan, complete with customized recommendations and in-depth, thorough analysis. You’ll also have access to a client portal, which links all of your assets and liabilities in real-time, regardless of where they are. This allows you to see your entire financial picture in one place whenever you need to.
Disclosure: Separate from the financial plan and our role as financial professional, we may recommend the purchase of investment or insurance products or accounts. These product recommendations are not part of the financial plan and you are under no obligation to follow them.
Our firm focuses on helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.
We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being.
Money Purchasing Plans
Profit Sharing Plans
Tax Advantage Investment Strategies
Disability Income Insurance
firstname.lastname@example.org | 586-713-3134