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WHO WE SERVE

Individuals and Families 

Managing your finances is an important component to any financial security plan. 

Along with the protection offered through insurance and the goal setting provided by investment choices, money management strategies help you manage your savings on a daily basis. 

We can help you manage your money as effectively as possible, given your personal situation.

As with any savings goal, individual factors such as time horizon, risk tolerance, investment preferences and tax situation need to be considered and weighed in order to select the most suitable savings plan.


Depending on your stage of life, chances are you’ll have a distinct approach to saving. New graduates or young couples have different needs than retirees or mid-career families. But no matter your personal situation, we can help you develop financial habits that will lay a strong foundation for your savings.

Younger individuals and couples have a number of benefits in terms of financial management. Low insurance costs and a long investment horizon, combined with few responsibilities, can make for an excellent financial base. We can help you build on these advantages, while at the same time considering a debt load that might include student loans, car payments or perhaps a mortgage.

Couples planning for a first child enter into a new level of commitment – both personally and financially. As the cost of a college education continues to rise, outpacing the rate of inflation, it is becoming beyond the reach of most people unless they have planned early on.

Mid-career professionals typically have higher incomes than younger investors – but they also carry more responsibilities. From mortgage payments to a child’s education, consider a financial plan that balances your needs and obligations.

Retirees have worked hard at their careers, and now is the time for relaxation and celebration. Chances are children have moved from home, the mortgage is mostly paid off and a few investments are coming to fruition. However, income levels may have dropped after retirement. Find out how to manage your finances in a way that allows you to fully enjoy the fruits of your hard work.

Business Owners

Growing a business is a difficult undertaking today as business owners must confront a myriad of tax laws and regulations while trying to effectively create products or services, manage their employees, develop and cultivate clients, and do so profitably.

Oftentimes business owners are too absorbed in their business to tend to their own financial needs, and they may also overlook key planning considerations that could help their business grow and prosper. Also, the livelihood of a business owner can be shaken when unexpected events occur that adversely affect the bottom line of the business.

For many business owners, their business is their primary retirement asset. After many years of building a successful business they expect to convert it to an income for retirement by selling it. If they are relying upon the business as their sole means of retirement, they run the risk that it may not attain the value needed to produce the needed income.

Businesses can fail. Businesses can lose value in certain economic cycles. The timing is not always right to sell a business. Many times the true value of the business lies in the talents and good will of the business owner who won’t be around to run the business after retirement.

Business owners today must prepare for retirement with the same level of diversification recommended for any retirement plan.  Business owners have access to a number of qualified and non-qualified retirement plan options that can provide a cornerstone for their retirement income needs.

One-Stop Shop

Our goal is to be your one-stop shop for all your financial needs.  We have a wide range of trusted strategic partners we work with who can help you through your life events, such as buying or selling your home, obtaining a mortgage, auto or homeowners insurance, divorce assistance, loss of job and more.  Attorneys, CPAs, mortgage brokers…they’re our friends!  We’ll connect you with the professional resources you need so that you can navigate forward with confidence. 

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