Our Services We serve individuals and businesses in all areas of financial management, including:Holistic Financial PlanningOur method is based on our Clients’ needs and goals with strategies built on their goals and values. We act as a resource to help our Clients work toward their dreams.Retirement planning Seeking to make the most of your employer-sponsored retirement plans and IRAs. Determining how much you need to retire comfortably. Managing assets before and during retirement.Tax managementLooking for ways to help reduce your current and future tax burden. Referring you to qualified tax specialists.Estate planningReviewing your wills and trusts. Helping preserve your estate for your intended heirs. Helping with beneficiary designations. Strategies aimed at reducing exposure to estate taxes and probate costs. Coordinating with your tax and legal advisors.Risk managementReviewing existing insurance policies. Recommending policy changes when appropriate. Finding a suitable policy for your situation.Education fundingRecommending investment and accumulation strategies to help you pay for your children's education.Investment PlanningDetermining your asset allocation needs. Helping you understand your risk tolerance. Recommending the appropriate investment vehicles that strive to help you reach and exceed your goals with a product-agnostic approach. If the situation makes sense, we will act as a Fiduciary and create and manage portfolios.Employee and executive benefitsHelping your business attract and retain qualified employees through benefit packages.