Our Services

         We serve individuals and businesses in investments and taxes, including:

Retirement planning - Making the most of your employer-sponsored retirement plans and IRAs. Determining how much you need to retire comfortably. Managing assets before and during retirement:

       Income For Life - Income for what's next! We will help you develop a plan to replace income whenever it's right for you...Retirement, death of a spouse, or any other financial changes along the way. 

      Rollover of Retirement Plans - Let us help you take control of your current retirement plan. Whether you are still working at your current job, left a job, or retired. We can rollover any type of retirement plan: 401k, 403b, TSP, Federal, etc.

      Lump Sum Pension Buyouts - Now, more than ever, we are seeing a decrease in companies offering a pension at retirement. If you were fortunate enough to have a pension coming at retirement, you may get a letter in the future offering you a lump sum benefit instead of a monthly amount. We can turn that lump sum into a payout immediately or when you want it. Best of all, you can designate beneficiaries after you and/or a spouse pass away.

     Inheritance/ Lottery/ Settlement from Lawsuit - Depending on the nature of where the money came from, there may be tax implecations. Let our CPA guide you to the answers you need before making a mistake. Then we can help you invest with confidence and peace of mind.

Tax management - Making sure you don't pay more than the law requires. Are you looking for ways to reduce your current and future tax burden? We can help you connect with a CPA to analyze and prepare your individual and/or business tax return. Communication between the investment and tax advisor are an important part of our business.

Estate planning - Helping you connect with an estate attorney to review your wills and trusts. Preserving your estate for your intended heirs. Helping with beneficiary designations. Reducing exposure to estate taxes and probate costs. Coordinating with tax and legal advisors.

Risk management - Reviewing existing insurance policies. Recommending policy changes when appropriate. Finding an appropriate policy for your situation.

Education funding - Recommending investment and accumulation strategies to help you pay for your children or grandchildren's education.

Investment management- Determining your asset allocation needs. Helping you understand your risk tolerance. Recommending the appropriate investment vehicles to help you reach your goals.  

Employee and Executive benefits - Helping your business attract and retain qualified employees through benefit packages.