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How We Work

Our firm specializes in helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.

We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being.

Retirement planning

Making 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 management

Looking for ways to help reduce your current and future tax burden

Referring you to qualified tax specialists

Estate planning

Reviewing your wills and trusts

Helping preserve your estate for your intended heirs

Helping with beneficiary designations

Reducing exposure to estate taxes and probate costs

Coordinating with your tax and legal advisors

Risk management

Reviewing existing insurance policies

Recommending policy changes when appropriate

Finding a suitable policy for your situation

Education funding

Recommending investment and accumulation strategies to help you pay for your children's education

Investment Planning

Determining your asset allocation needs

Helping you understand your risk tolerance

Recommending the appropriate investment vehicles to help you strive toward reaching and exceeding your goals

Business Planning

Reviewing family-limited partnership and transferring business assets

Buy-sell agreements

Social Security Analysis

Helpful strategies aimed toward maximizing your Social Security benefits in various situations

Charitable giving strategies

Philanthropic planning strategies, tools, and techniques for donors to implement

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. |  908-272-8800