Our Firm

We are in the business of helping our clients work towards their financial goals. We do this by using a total wealth management approach. Each area is important individually, but managing them all collectively is one of the most important considerations in your overall financial exposure to taxes, meeting your insurance needs and providing a plan designed with the goal to successfully transfer your wealth to your children  and grandchildren.

Among our financial offerings are:

  • Manage assets - for professional fee-based portfolio management through LPL Financial
  • College planning - long-term planning to ensure you’re ready when your children are
  • Investment portfolio analysis - to keep you informed of how your investments are performing, and to make adjustments as needed
  • Annual portfolio review - to review your current holdings and help you make any necessary changes or adjustments
  • Long-term care - to ensure that you and your heirs are well cared-for
  • Life insurance - providing financial protection for your loved ones
  • Estate Planning
  • Financial Planning