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Families & Individuals

We develop tailored strategy to help our clients work towards their financial goals. Our focus encompasses the Accumulation, Preservation and Transferring of your wealth to future generations to meet your family’s objectives.

Additionally, professionals nearing retirement are many times too busy to do in-depth retirement planning. We work with professionals to make sure all areas of retirement planning are addressed, especially focusing during this phase of their lives on the accumulation of adequate wealth for a comfortable, worry-free retirement.

The transition into retirement can be overwhelming. Furthermore, every insurance agent and broker seems to want to sell you a high-priced annuity loaded with hidden fees and surrender charges. We work with clients to make this transition intelligently over time, using low-cost no-load investments. We also help with the many decisions faced by a retiring.

Small Business Owners

The needs of each business owner are unique.

We create an environment that allows you to focus solely on the growth and security of your business.

Our wealth management strategies are designed to integrate both your personal and business financial needs via a customized plan to maintain the strength of your business and to work towards personal financial security.

In addition, many small businesses have the desire but lack the skill and time to find ways to help their employees prepare for retirement successfully. We work with countless business owners in providing retirement plan services, risk management consulting, succession planning and estate planning.