What is most important is getting to know you, understanding your financial objectives, and how you are currently positioned for achieving your goals. We then create a comprehensive financial plan based on your current goals and financial position. Our recommendations are for strategies to meet your goals, not for products. While we always enjoy helping our clients implement the recommended strategies, for a variety of reasons clients may choose to only work with us in developing the plan. Financial plans are dynamic, and we are here to help you get on and stay on track as life evolves.

Our typical clients like yourselves are families, business owners and professionals, many who may already work with several advisors such as CPAs, bankers, insurance agents etc. We can help coordinate the various aspects of financial planning amongst your advisors, and bring clarity to it all, and fill holes as needed.

Business Solutions:

  • Executive Benefits

  • Succession Planning

  • Key Person Insurance

  • Buy-Sell Agreements

Personal Solutions:

  • Asset Protection

  • Disability and Long Term Care Insurance

  • Estate Planning

  • Financial Planning

  • Wealth Management