You are not alone if you are struggling with uncertainty regarding your current or future financial situation.  In this increasingly complex world, many people and organizations are turning to professionals to help them plan for their investment management needs

·         Portfolio Management and Design

·         Third Party Money Managers

·         Fee Based Management

·         Mutual Funds

·         Stocks/Bonds

·         Unit Investment Trusts

·         Real Estate Investment Trusts (REITs)

·         Alternative Investments


We take a holistic approach to financial planning in an effort to help you grow, preserve and transfer your assets. We strive to incorporate all aspects of your financial situation to create a personalized plan designed to meet your needs. Our comprehensive wealth management solutions include

1.        Advanced Planning

·         Business Planning

·         Buy/Sell Agreements

·         Cross Purchase Plans

2.        Retirement Planning

·         Income Distribution Planning

·         IRA/Roth IRA’s

·         SEP/Simple IRA

·         403B/401K Management

·         Pension Maximization

3.        Education Planning

·         529 Plans

·         UTMA/UGMA

Personal & Business Insurance

To plan for the future means to make certain commitments today. Insurance is a crucial element of financial planning because it helps ensures the financial security of the beneficiaries after the policyholder's death. A life insurance policy provides you and your family with peace of mind. After all, it's nice to know that your loved ones are protected and can benefit from the fruits of your labor so they can invest in their own future. When choosing life insurance, you must consider whether it’s appropriate, adequate and cost-effective.

Types of life insurance solutions we provide to our clients:

·         Whole, Term, Variable and Universal Life Insurance                       

·         Key Person Insurance

·         Cross Sell Purchase Agreements

·         Long - Term Care Insurance

·         Business Succession Plan