Our Services
While developing a customized financial program, we will walk you through a planning process characterized by the following 4 action steps: 1) Set Goals; 2) Prioritize; 3) Initiate your plan; and 4) Review and update your plan on an on-going basis. This dynamic program puts you in control of your finances so you feel confident in your decisions.
The key to a successful financial plan plan is setting goals and priorities based on a solid foundation. Just like building a home, a strong foundation helps your home weather the elements that otheriwse conspire to tear it down. We help you build a strong financial foundation by understanding the risks of life that can work against all of us. We describe your plan foundation based on key financial "cornerstones" which encompass all financial goals and the risks to accomplishing them. They are: Protection; Accumulation; Retirement; Estate Planning, and for some Philanthropy. Most people don't have the resources to just "write a check" to take care of all their financial objectives. This is why priorities must be set. By taking the four action steps, and clearly undertanding each cornerstone, you can set meaningful financial goals and priorities with confidence that your plan is built on a solid foundation, and you are on your way to real financial success.
Much like a blueprint, the above planning creates your plan by building upon your solid foundation. We help you customize your plan, and execute plan construction, utilizing the following products and services:
- Personal Finance Principals
- Tax Management
- Investment Management (Wealth Accumulation)
- Retirement Strategies (Including Pension Plans)
- Estate Disposition and Conservation
- Insurance and annuity products
- Employee/Executive Benefits
- Charitable Giving Plans