Our Services

While working with you to develop a customized financial strategy, we can walk you through a step-by-step process designed to help make you feel more comfortable with your decisions.

Once your goals have been established, we can customize appropriate strategies designed to suit your vision and objectives.  We can help you execute a financial strategy utilizing the following products and services:



Business Services

Our Business Planning Services provide consulting for our entrepreneurial clients that cover group benefits for employees, selective compensation programs, and wealth management. This could include Buy Sell Agreements, Business Continuation Programs and Key Executive Packages.

Group Benefits

  • Financial planning seminars/counseling
  • Employee benefit cost control
  • Group life, health, and disability income insurance
  • Retirement Planning Implementation Services

Ownership Transference Techniques

  • Buy/Sell Funding
  • Recapitalization
  • Installment Sale

Selective Compensation Programs

  • Deferred Compensations & 401(k) Plans
  • Salary Continuation Plans
  • Split-Dollar Insurance
  • Key-Person Insurance

Wealth Management

  • Employee stock option exercises
  • Liquidity solutions, hedging strategies
  • Asset protection strategies

Personal Services

Education Planning

  • Projections of college expenses
  • Funding strategies
  • Gifting
  • Estate Planning

Tax Planning Strategies

  • Family survivor income
  • Liquidity sufficiency
  • Property titling and ownership planning
  • Survivor asset management
  • Estate distribution planning
  • Charitable/Philanthropic strategies
  • Fringe Benefit Planning

Goal & Strategy Determination

  • Asset diversification
  • Risk-Reward analysis
  • Performance Monitoring
  • Retirement Planning

Pension Strategies

  • Retirement timing
  • 10 year cash flow projections
  • Determination of income and capital need
  • Capital accumulation
  • Tax Planning



Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck