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Wealth Management Services

Financial Planning

A financial plan is a roadmap that helps guide you to your financial goals, including retirement. Plans are customized to help meet your objectives and constantly monitored to handle your life's transitions.

  • Retirement accumulation
  • Income distribution
  • College funding planning
  • Estate and trust planning
  • Divorce planning
  • Charitable and planned giving

Portfolio Management

Our Portfolio management process aims to provide you with a unique plan focused on long-term success through strategic investment decisions. We tailor your portfolio to your needs and goals.

  • Fee-based asset management
  • Asset allocation services
  • Brokerage services
  • Mutual Funds
  • Stocks and bonds

Insurance Services

We offer disability income insurance, life insurance and long-term care insurance to help you protect your family in the case of a debilitating accident, prolonged illness or other life-changing event.

  • Disability income insurance
  • Life insurance
  • Long-term care insurance
  • Buy-sell agreements
  • Business continuation plans

Specialized Services

We can also assist your with the following special circumstances:

  • Loss of a spouse or loved one
  • Divorce or separation
  • Generational planning
  • Job loss or career transition
  • Buying/selling real estate
  • Caring for a family member