Our Services


We serve individuals and businesses in all areas of financial planning, including:

  • Distribution Planning - We specialize in creating strategies for retirees to take monthly income from their retirement assets (401k plans, 403b plans, IRAs, and savings) to provide adequate income through the various stages of retirement.
  • 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. Learn more about The Power of Passive® and diversifying your investments by downloading this document.
  • Tax management - Looking for ways to reduce your current and future tax burden. Referring you to qualified tax specialists.
  • Estate planning - Reviewing 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 your tax and legal advisors.
  • Risk management - Reviewing existing insurance policies. Recommending policy changes when appropriate. Finding the best policy for your situation.
  • Education funding - Recommending investment and accumulation strategies to help you pay for your children's education.
  • Investments - Determining your asset allocation needs. Helping you understand your risk tolerance. Recommending the appropriate investment vehicles to help you reach and exceed your goals. 
  • Employee and executive benefits - Helping your business attract and retain qualified employees through benefit packages.