Investments
Our use of high-quality individual equities and bonds, coupled with high-quality, tax-effective, low-expense Exchange Traded Funds (ETFs), allows us the opportunity to build a portfolio to meet your return expectations within the parameters established by you.
Estate Planning
Our experience with small-business owners has given us the ability to analyze your estate needs. We do not sell insurance products but offer objective advice to help navigate the complexities of estate planning with your attorney or estate planner.
Retirement Planning
In today’s complex world, where medical science has extended life-expectancy to well into the late eighties or nineties, retirement planning has taken on a new sense of urgency. It is possible that there is no more important decision than how to invest for retirement. The possibility of exhausting all of your assets late in life is a reality. With our knowledge of not only investment options, but of tax related savings from the correct selection and establishment of retirement accounts, we bring perspective to growing and retaining your assets well into late age.
Education
As college costs have soared over the last decade, often experiencing double digit growth every year, families have struggled valiantly to try and keep pace saving and investing for this future expense. We can help you understand the choices and select the correct options to alleviate as much stress and concern as possible. Our goal is to allow you to enjoy the years as your children grow into adulthood instead of worrying about college funding.
