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"