Financial Planning & Consulting

There are many challenges on your path to financial success. Having a solid plan is the best way to ensure you reach your destination.

Financial Planning

We help develop customized financial plans based on your unique situations and goals. We draw on our expertise in the following areas:
  • Investments
  • Retirement
  • Life Insurance
  • Risk Management
  • Estate Planning
  • Group Benefits
  • Business Planning
  • Cash Flow and Budgeting
  • Major Life Purchases and Events

Portfolio Consulting

With a one-time portfolio consultation, you receive independent, unbiased advice on your investmnets. We will also provide a set of recommendations that you can implement on your own. This service is perfect for retirement plans such as 401k's and 403b's, or if you have had a large influx of assets due to inheritance or asset sale.


The rising cost for a college education is enought to give any parent or grandparent pause. With the proper planning, you can be ready. We help project education costs and develop a plan to help maximize financial aid, while minimizing your out-of-pocket expenses as much as possible.

Tax Planning

No one likes taxes. But, with our help you can access products and services that help ease the burden. Charitable contributions, life insurance policies, and some investment products can all be useful tolls in your strategy. We can help design a plan that fits your needs and goals.

Financial Planning for Business Owners

Business owners face unique challenges, and opportunities, in terms of financial planning. You've worked hard to develop your ideas into a successful business plan. We can assist you with many aspects of business ownership. Including:
  • Negotiations
  • Tax Planning
  • Succession Planning
  • Employee Benefits
  • Start-up Expenses
  • Profit and Loss Review

Complimentary Review