Our Services

Many sources offer a variety of financial planning including retirement planning, investments, college funding, estate planning strategies and maybe even income protection. We offer those services as well.  What makes us unique is our emphasis on risk planning including a focus on divorce planning.  We help our clients answer the question "Now What Do I Do?" 

  •   I am getting divorced.... Now What?
  •   I want to retire in a few years.... Now What?
  •   I just inherited my parents estate....Now What?
  •   My spouse just passed away.....Now What?
  •   A loved ones health requires more and more of my time...Now What do I do?

A variety of financial products and services are offered to help clients meet their financial goals. These include:

  • Divorce Financial Planning
  • Retirement Planning
  • Informal Business Valuations and Succession Planning
  • Comprehensive Financial Planning
  • Asset Management Accounts
  • Estate Planning Strategies
  • Fixed and Variable Annuities
  • Variable and Traditional Life Insurance
  • Disability and Income Protection Insurance
  • 401(k) and other Company Sponsored Plans
  • Mutual Funds
  • Brokerage Accounts
  • Nonqualfied Deferred Compensation Plans
  • Buy/Sell Plan Review
  • Key Person Incentive Plans
  • Asset Allocation Strategies