♦ We are a completely independent and privately owned firm. Our loyalty belongs exclusively to our clients and not to a large parent company.
♦ Our independence has enabled us to establish many strategic and cohesive relationships with leading industry providers for your individualized plan design.
♦ Since success is a journey and not a destination we commit ourselves to providing ongoing personalized attention for your family’s needs.
With our knowledge and experience in financial, estate and investment planning, we can
help you to answer the questions that you may have aboutyour financial future, such as:
- Will I be able to retire early?
- How much money will I need in order to retire?
- How can I get the most out of my 401(k)?
- Should I have a traditional IRA or a Roth IRA?
- How can I maximize the return on my investments while reducing risk?
- How can I "inflation-proof" my investment income?
- Do I need disability insurance? Long-term care insurance?
- How can I ensure that my children receive as much as possible from my estate?
- What do I need to know about wills, trusts, and probate?
"We'd like to make our family's business your family's business."