Our Services
Independent, Custom-Fit Financial Outfitter
Beyond offering experienced, objective fee-only planning and advisory services, for clients who choose to have us select the appropriate custom-fit solutions for thier needs, we have strong back-office teams helping us analyze the insurance, investment and wealth management markets, with a goal of selecting from the most competetive of leading industry strategies, custom-taylored to the needs and preferences of each of our clients.
We specialize in:
Family / Individual Spending & Savings Strategies
Life Transitions – Job, Marital Status, Family, & Health Change Related
Windfalls, Inheritance, Estate Consultations
Retirement Income - for Life / Lifestyle
Investments – From Basic to Boutique
- Individual & Joint Accounts
- IRA Options & Services
- Professionally Managed Portfolios, Custom & Consolidated Accounts
- Brokerage
- Mutual Funds
- Fixed & Variable Annuities (Personal Pensions)
- Tax & Estate Mgmt. Strategies
- *Trust Services
- Low Fee Investment-Only & Charitable Annuities
Insurance Strategies
- Group Benefits Analysis, Advice, Supplementation
- Survivor Needs - Life Insurance Analysis & Strategies
- Long Term (Assistive) Care Insurance
- Medicare/Medigap Supplements
*LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.
We also offer:
Small Business Planning Support / Strategies
- Continuation, Succession, Group Benefits
- Buy/Sell/Cross Purchase Agreement Funding strategy
- Partners Life/Disability/Critical Illness Protection
- Key Employee Insurance
- Business Overhead Disability Insurance
- Long Term Care Insurance
- Salary Continuation Plans
- Executive Compensation Plans
- 401K, SEP/Simple Retirement Plans
- Employee Benefits
- Executive Strategies
- Voluntary & Employer Paid Plans
- Life, DI, CI, Long Term Care
- Group STD/LTD
- 401K, Retirement Plans
