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Our Services

We focus on providing premier client service to our clients through a number of methods. We analyze every investment, carrier and program, and we hold ourselves to the highest standard.

Financial Planning Services
We believe that no matter your personal financial situation, there is value in knowing the financial consequences of your decisions before you make them. We tailor a personal financial plan to meet any individual’s needs, whether it be a basic budget or a complex comprehensive plan including wealth transfers and trusts. Reaching your goals is our only concern.
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Fee based Wealth management
We believe that investment decisions should be unbiased, and hassle free. Our fee based wealth management programs allow our clients the peace of mind in knowing that their accounts are being invested to their specific needs and commissions have no bearing on the decision making process; as our clients grow, we grow.
Insurance services
Insurance is just a tool used to pass risk from an individual to a company. We only use the highest rated insurance companies, and can tailor a plan for your life insurance, disability or long term care needs.

Annuities
Annuities are insurance products that provide certain guarantees, specifically to protect a client from outliving their money. For the right client, with the right needs, we will custom tailor an annuity portfolio using annuities created by highly rated insurance companies. We have access to fixed annuities, equity indexed annuities, and variable annuities from various insurance carriers.

Mutual Funds
We have access to a whole range of mutual funds, none of which are proprietary. We can use all classes of mutual funds in our portfolios. We have the ability to meet specific client concerns using a whole universe of investments.

Brokerage Services
In addition to our wealth management fee based structure, we use a full service brokerage platform to meet the investment needs of any client. We can work with our clients on an individual transaction basis as well. We have access to a broad range of investments including, but not limited to ETF’s, Index Funds, Stocks, Bonds, Mutual Funds, Limited Partnerships, and REITS.

Tax Planning Strategies
Our process includes working with client’s existing team of advisors. We will meet with our clients’ CPA’s, EA’s, or other tax advisors to custom tailor financial decisions for our clients.

Estate Planning Strategies
Passing wealth smoothly from one generation to the next is of utmost concern to most clients. To ensure maximum success, we will personally meet with our client’s existing team of attorney’s at our client’s request.

Alternative Investments for Qualified or Accredited Investors
Alternative investments can provide monthly or quarterly income as well as capital appreciation in some cases. They can be income oriented, growth oriented, or a mixture of both. They have the ability to provide access to institutional quality private equity companies that retail investors may not be able to access otherwise. Alternative investments can be non-correlated to the stock market, offset interest rate and inflation risks and provide professionally managed real estate exposure. We believe that under the right circumstances, alternative investments can be used to diversify a long term portfolio.

Do You Know the 8 Timeless Principles of Investing?

This ebook outlines how to approach investing confidently, no matter where you are on your financial journey. These principles can take you through the highs and lows of the market.



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