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Services & Contacts

As a comprehensive financial planning firm, we offer the following products and services:

Investments

-Stocks, mutual funds, ETFs

-Fixed income products like government, corporate and treasury securities

Insurance

-Long term care and disability income insurance solutions.

-Fixed, variable and index annuity guidance. These investments can help you prevent outliving your retirement assets. However, they have some complexities, which we can help guide you through.

-Life insurance planning which includes guidance on term, whole, universal, variable, indexed and other types of policies.

Life Planning

-Buying or selling a home

-Managing cash flow

-Death or divorce

-Education funding

Business Planning

You've worked hard to grow and maintain your business. Our main advisors come from entrepreneurial backgrounds and have seen first-hand how challenging it can be to conduct successful business planning. Therefore, we can assist you with the following business decisions like:

-Succession Strategies

-Retirement plans

-Buy/Sell planning

-Voluntary benefits

-Executive benefit planning

Tax and Estate Planning Integration

Taxes and estate planning significantly impact investments, with the laws changing annually. The Trump administration has made some drastic changes to these regulations, which we can help you clearly understand and prepare for. While we don't provide tax nor legal advice, we can help you:

-Create tax optimized portfolios

-Mitigate taxes when pursuing financial goals like college funding

-Pass your estate to your heirs, while minimizing estate and gift taxes

-Connect you to our network of trustworthy and competent estate planning attorneys and tax advisors.