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"