Our areas of expertise include retirement plan services, in-depth financial and estate planning, investment consulting.  We work with small businesses, institutions and families to create, manage, preserve and distribute wealth.


Our team has the unique ability to coordinate the efforts of your various advisors to make sure that we are all working together towards a common goal– our clients’ best interest.


Group Retirement Plans

  • 401(k0 and 403(b) implementation
  • Strategic planning
  • Vendor Management
  • Cost Analysis
  • Compliance
  • Employee Meetings


Financial Planning

  • Retirement Planning Analysis
  • College Funding Strategies
  • Cash Flow Projections
  • Review Asset Titling
  • Beneficiary Designation Review
  • Insurance Planning


Wealth Planning

  • Annuities, Life Insurance, Long-Term Care
  • Review Wills, Trusts
  • IRA Distribution Planning
  • Charitable Planning
  • Business Succession Planning
  • Tax Planning Strategies


Business Planning

  • Executive/Partner Financial & Estate Planning
  • Executive/Partner Carve-Out Insurance Programs
  • Retirement Plan Design
  • Retirement Plan Management
  • Defined Contribution & Defined Benefit
  • Investment Management


Investment Consulting

  • Analyze Existing Portfolios
  • Assess Overall Investment Objectives
  • Develop Asset Allocation Model
  • Select Appropriate Investments
  • Monitor Performance
  • Annual Review