Our Services
Financial Planning We develop specific financial plans for individuals and families to address major lifestyle needs such as: Major asset purchase, Retirement, Long-term care, Estate planning and the establishment of a Legacy. The plans are based on the clients’ goals and objectives and a formal report is reviewed with the client. The report will identify key areas for focus and recommend one or more potential action item. Once prepared, we update and review the plan with the clients at appropriate periodic intervals. This is a fee based service with several alternative payment options. Insurance We review our clients risk profiles and propose insurance alternatives to mitigate those risks. We focus on selecting and structuring policies to provide the optimal combination of benefits at the lowest cost to the client. We use a number of different carriers to provide a competitive tailored solution. We offer a range of different types of life insurance and annuity products. Investment and asset management We analyze your existing holdings in terms of allocation between sectors, the selected holding within the sector, and risk and return dynamics of the holdings themselves and in relation to your personal risk profile and financial goals. We will recommend specific adjustments to your portfolio. We manage clients’ portfolios using both Dynamic Asset Allocation and Strategic Asset Allocations according to your preference. We can also act as brokers recommending specific trades to meet address opportunities for clients, who prefer a brokerage relationship. All of these services can be provided across through both non-qualified individual and qualified accounts (401K, 403b, IRA’s).
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