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Our Services

Our our planning process begins much in the same way you would approach a new physician:  we take special care to get to know you as a person -- your past investment experiences, family history, insurance exposure, your thoughts, dreams and goals.  This "soft" information coupled with hard data pertaining to your personal finances allows us to formulate a comprehensive plan that helps you achieve your objectives.    

The planning aspect covers many points, including:

  • Your investment mix and risk tolerance
  • Your company Pension and 401(K)
  •  Pre-retreiment accumulation planning
  • Post-retirement distribution and cash flow planning
  • Life and Disability insurance coverage
  • Long Term Care insurance coverage 
  • Group employer sponsored benefits

 

"Financial Strategies for Individuals & Businesses"