We serve individuals and businesses in many areas of financial management, including:

Retirement Planning

We counsel you toward making the most of your employer-sponsored retirement plans and IRAs, determining how much you need to potentially retire comfortably. We manage assets before and during retirement.

    Tax Management

    We look for ways to help reduce your current and future tax burden, referring you to qualified tax specialists.

    Estate Planning

    We review your wills and trusts to preserve your estate for your intended heirs. Items we focus on are: Helping with beneficiary designations. Seeking to reduce exposure to estate taxes and probate costs and coordinating with your tax and legal advisors.

    Risk Management

    We review existing investment and insurance contracts and recommend changes when

      Education Funding

      We recommend investment and accumulation strategies in an effort to help you pay for your children's education. Helping you understand your risk tolerance. Recommending the appropriate investment vehicles to help you pursue and potentially exceed your goals.

      Long Term Care Insurance

      A secure retirement includes protecting your assets from being depleted and avoiding the loss of independence in the event of a long-term care need. Long-term care insurance may help keep your assets from being depleted from the cost of a devastating illness or disabling injury.

      For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you. |  (336) 852-8455 x102