Our Services
1. WEALTH PLANNING
Our team of professionals will design a wealth plan that evaluates your current financial situation by analyzing your income and expenditures to identify how you will attain your specific short-term financial goals or how you can make Work optional in retirement. We provide regular reviews and modifications, assuring that your wealth plan is current and dynamic.
2. PORTFOLIO MANAGEMENT
Utilizing a disciplined investment process, our clients receive transparency of information, ongoing proactive service, and the trust and accountability needed to meet their financial objectives. Our team works with numerous industry leading research firms to manage your portfolio on a day to day basis. This is done continually following a 5-Step process to construct your customized portfolio designed to achieve your stated goals.
3. RISK MANAGEMENT
Risk Management is an important part of any wealth planning process. Our team of Insurance Specialists identifies risks which could tremendously impair your financial situation. While it’s important to focus on what may go right with your situation, it’s also crucial to consider how you may be negatively impacted without protections in place. Cost effectively transferring risk to the deeper pockets of an insurance company may be prudent to minimize the financial damage of a catastrophic, unanticipated event.
4. ESTATE PLANNING
Have you considered your legacy? For many people, family and charity are high on the list of those who should benefit from their lifetime of work. However, Uncle Sam also wants a piece of the action. We are here to help you understand how your assets will be distributed under your current estate plan and existing tax law. Our team will work with you and your existing financial professionals and attorneys to formalize your wishes to potentially minimize the administrative burden and to maximize the value distributed to the people and causes you care about.
5. EMPLOYEE BENEFITS
We offer multiple employee benefits that can become available for you company employees. Some of the more common benefits of interest to your employees include: Group Health Insurance, Group Disability Insurance, Group Life, Dental, Vision and Life Insurance and 401K Plans.
6. EXECUTIVE BENEFITS
To motivate your executives to work hard and stay at your company, consider paying the premiums on a specially designed employee-owned life insurance policy. The premium amount becomes a compensation bonus to the executive. With these plans, the premium amount is tax-deductible to you, the employer.
7. QUALIFIED PLANS
Smart retirement plans hinge on making saving easy for employees — and making work easier for you. With a competitive plan that can provide financial security, you have the potential to make your workforce happier, more focused and more productive. Better yet, it’s a way to attract – and keep – the talent your company’s success depends on.