How can we help you?

We serve individuals and businesses in all areas of financial planning, including: 

• Financial Planning - Preparing you and your family for the certainty of uncertainty. Setting up a "smart money strategy" assuring you that whenever you need money and for whatever reason, there wull be a msart place to get it. 

• Social Security Elections - Helping you determine when to turn on your social security benefits in order to maximize your benefit while matching your future income needs.

• Asset Management - Setting up an investment strategy that aligns with your financial plan.  Helping you understand your risk tolerance. Recommending the appropriate investment vehicles to help you reach and exceed your goals. 

• Tax Management - Making sure you don't pay a penny more than the law requires. Looking for ways to reduce your current and future tax burden in effort to pay the least amount in total lifetime taxes. Referring you to qualified tax specialists.

• Estate Planning - Reviewing your wills and trusts. Preserving your estate for your intended heirs by avoiding ancilary cost suchs as probate fees, unintentional inheritance tax. Helping with beneficiary designations. Coordinating with your tax and legal advisors.

• Risk Management - Reviewing existing insurance policies. Recommending policy changes when appropriate. Managing investments to not only take on the appropriate amount of risk you can affor, but the appropiate amount of risk that reduces your financial stress. Finding the best policy for your situation.

Click HERE for a copy of our Form Client Relationship Summary (Form CRS)