Services ~ Personal Solutions

Protecting and maximizing your financial wealth requires sound counsel and expertise in a number of areas.  

We can provide you and your family a broad range of services, including:

Asset Protection

We can work with you to identify financial strategies and retirement income plans that can help you shield your assets from liabilities, accumulate assets for the future and safeguard the transferring of your assets to your children and grandchildren.

Estate and Legacy Planning

Through collaboration with you and your other advisors, we can assess the impact of state and federal taxes on your estate and suggest strategies designed to minimize those taxes, while meeting your personal philosophies and family needs.

Philanthropy

We can help you design and execute a charitable giving plan that can meet your personal and philanthropic goals while minimizing your tax burden.

College Planning

It takes more than good grades to get into college – it takes parents who plan ahead.  We all know that a college education can make a big difference in a child’s life. Find out how you can receive a customized college funding report. It’s absolutely free and can even be built around the college of your choice. 

Retirement Planning

Successful retirement planning is part asset accumulation and part asset protection.

Life Insurance Planning

Life insurance is a much diversified tool:

  • Defensive planning: Protect what you earn – what you own – what you owe – those you love.
  • Offensive planning - Plan for major purchases, emergencies, college education, retirement.
  • Aggressive planning - Prioritize goals to reduce risk, maximize contributions, overpower inflation.
  • Progressive planning - Pass along assets.

Calculators

Newsletters

  • A Steady Strategy

    Dollar-cost averaging can be an effective way to accumulate shares without focusing on market movements.

Subscribe to our Newsletter