Services
We serve individuals and businesses in all areas of financial management, including:
Asset Management
As an asset management client, you benefit from professional management and supervision, which is backed by experience and research. Our services for asset management portfolios include assessing the client’s financial situation, including objectives, time horizon, and risk tolerance; determining an appropriate asset allocation mix; selecting money managers; actively managing the client’s portfolio; and providing the client with comprehensive, easy-to-read reports to monitor portfolio progress.
Financial Planning
As the world becomes more complex, there’s an increasing need for financial planning. Our financial planning services produce a personally tailored strategy for achieving your financial goals. This strategy – which may be comprehensive – can help you take better control of your financial assets and make more intelligent decisions regarding retirement planning, education financing, investment planning, asset allocation, risk management, income tax analysis, estate planning, and other important issues.
Retirement Planning
We can help you make the most of your employer-sponsored retirement plans and IRAs. Help you determine how much you will need to retire comfortably as well as help you manage your assets before and during retirement.
Wealth Protection
Used wisely, insurance can be a powerful tool for replacing income, creating assets, or protecting assets you have already earned. As independent insurance agents, we can offer a wide range of insurance products and services, including life, disability, medical, and long-term care insurance. Our goal is to find the best policies from the best companies for the best price.
Estate Planning
Because of complex laws and tax codes, estate planning can make a dramatic impact on your financial picture. We can help you consider all your options, to help you minimize estate taxes, probate costs, and various administrative hurdles – and to assist in the transfer of wealth to heirs or to charity. Above all, we can help you develop an effective estate plan according to your goals.
Tax Preparation
Tax preparation can be difficult, time consuming, and intimidating. We also recognize the important role of taxes in any successful financial strategy. For that reason, we provide convenient and professional tax preparation services. For various clients holding investments with our firm, our tax service is often enhanced by ready access to critical cost basis data and an awareness of the client’s larger financial picture.
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