Our Firm




Family Wealth Planning

· Analysis of your current estate plan and wealth transfer concerns

· Review of your existing Will, Trusts and other estate documents

· Development of an estate plan to achieve your wealth transfer objectives

· Consultation with your attorney

· Assistance in transferring assets to your Living Trusts or other trusts

· Providing guidance in the event of the death of a loved one


Investment Services

·Designing a personalized investment portfolio appropriate to your risk tolerance, time frame and future income needs

·Meetings to: review and evaluate your investment performance, update your overall financial objectives and reallocate your portfolio as needed

·Analysis of your income needs now and in the future

·Continual development and implementation of recommendations to help fund your income needs and help maintain your desired standard of living

·Recommendations for distribution strategies for your IRA and other retirement plans

·Analysis of the beneficiaries of your IRA’s and how to establish an Inherited IRA


Risk Management

· Analysis of your existing insurance policies

· Analysis of your family’s survivor needs

· Assessing your family’s well-being in the event of your physical or mental disability

· Provide protection of retirement and estate assets

· Funding future potential costs of long term care


 Tax Reduction Planning

· Review of your tax return to maximize tax reduction strategies

· Review of your tax situation and planning to incorporate any new tax law changes

· Consultation with your tax preparer

· Recommendations of tax solutions including tax advantaged investments

· Staying up-to-date on new tax laws that can affect your situation


Client Services & Communication

·Quarterly, semi-annual, or annual reviews depending on the given need

·We will listen to you and ask questions until we understand fully what is important to you and what you wish to  accomplish

·Continuous studying of financial markets in order to provide you with the most substantive and current information