We work with our clients to determine the best financial plan for them.  We create a collaborative environment with our clients so that everyone feels part of the decision.  We can create a great financial plan for you, BUT, if you feel like it’s difficult to stick to, you don’t understand it, or you don’t feel like it is aligned with what you are looking for, you aren’t going to follow the plan.  That is why it is so important that we all work together and you feel comfortable sharing your thoughts and feelings.  We are all on the same team.  It is not us against you.  We are here to offer support and guidance but ultimately you are doing the heavy lifting!  You are living the day to day of your money.


Financial Planning Topics & Strategies

 

Individuals & Families

  • 529 Plans
  • Annuities
  • Brokerage Accounts
  • Disability Income Insurance
  • Investment Advisory Services
  • IRAs
  • Life Insurance
  • Long Term Care Insurance
  • UTMA/UGMA Accounts
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  • Charitable Giving
  • College Funding
  • Debt Elimination
  • Estate Planning
  • Retirement Planning
  • Wealth Accumulation
  • Wealth Distribution
 

Small Business Owners

Employee Benefits

  • Group Life
  • Group Short Term & Long Term Disability
  • Employer-Sponsored Plans

Executive Benefits

  • Buy-Sell Agreements
  • Succession Planning
  • Supplemental Life & Disability Income Protection
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