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Financial Planning
 A process that allows you to articulate and
quantify your financial goals, organize financial needs and opportunities and
evaluate alternative courses of action. Included in the written plan is our
analysis of your overall financial position and our recommendations in areas
such as investment strategies, tax planning, education funding, retirement
planning and estate planning. See presentation: Financial Planning--Helping You See the Big Picture
Asset Management
Design and implementation of an investment portfolio that
provides for the continuous supervision and management of all portfolio
assets. Asset allocation techniques are used to provide safety through
diversification as well as potentially increased long-term total return with
an emphasis on minimizing portfolio volatility; however, this does not assure
against market loss and risk. Asset allocation does not ensure a profit or
protect against loss.
Estate Planning
Estate analysis and development of
strategies and techniques for minimizing estate taxes and other costs.
Recommendations are also made to assure that your estate is distributed
according to your wishes.
Business Planning
Business valuation and disposition analysis,
design and implementation of employee benefit plans for closely-held
businesses.
Retirement Planning
Specializing in retirement plan rollovers, Tax
Qualified Plans, pension and profit-sharing plans, 401(k) plans, SEPs, IRAs and SIMPLE
Retirement Plans. In addition, we offer expertise in non-qualified plans
funded by fixed and variable annuities.
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