Our Services

 

Our role is to become your "Personal CFO". Whether you are a business owner or an individual it's good business to have someone you can trust to coordinate your business and personal financial affairs.

We begin by identifying what is most important to you and to your family, review current plans and documents, design a plan that will accomplish your objectives, and coordinate the planning process with your existing advisors. In addition we will continue to coordinate with your current advisors and monitor the plan on at least an annual basis.

 

  • Investment management
  • Retirement strategies 
  • Estate & Business Planning
  • Insurance and annuity products
  • Long Term Care solutions