Our Services
Managed Brokerage Accounts
We offer brokerage and managed advisory accounts custom designed by our investment committee based on your specific needs and goals. Once your account is established we will meet with you regularly to update you on market conditions, performance, and to discuss potential adjustments to your portfolio. Your financial planner and our client care specialists are available business hours by phone, and always by email, to respond to any questions or concerns you may have. We offer unmatched service and 40 years experience.
Company Retirement Planning
Augment your business with strategies designed to optimize revenue for yourself and your employees. Retirement plans can be complicated or expensive to operate, but in a tight job market it is important to offer benefits which will attract and keep the talent you need to succeed. Finding the right fit for your business and executing that plan properly is made easy with our company retirement planning program. This includes:
- Corporate 529 Plans
- 401K Planning
- Sep, Simple, and Payroll Deduction IRAs
- Buy-Sell Agreements
- Key Employee Insurance
We offer periodic tailored financial planning and investment management, including retirement strategies, estate conservation, insurance consultation, and more. An annual, semi-annual, or quarterly financial planning meeting can give you peace-of-mind knowing you are on track to meet your financial goals.
Lifestyle Planning
Our Lifestyle Planning service is designed to evolve with your needs and includes everything you need to understand and streamline your financial life, so you have more time for everything else. While developing a customized financial program we will walk you through a step-by-step process that will make you feel confident in your decisions. The goal of Lifestyle Planning is to ensure you and you family are fully taken care of, and includes but is not limited to:
- Goal Based Financial Planning
- Tax Management
- Investment Management
- Retirement Strategies
- Estate Conservation
- Insurance Consultation
- Educational Planning
- Long-Term Care Planning
- Education Planning
- House Calls
- Welfare Checks
In addition to creating and maintaining a unique holistic financial plan for you we will coordinate and schedule appointments with your CPA and estate planning attorney, alert you to current events which may impact your financial plan, and meet with you regularly to ensure your plan is optimized to your preference.