Families and Individuals
We develop tailored solutions to help our clients work towards their financial goals. Our focus encompasses the Accumulation, Protection and Transferring of your wealth to future generations to meet your family’s objectives.
Additionally, clients nearing retirement are many times too busy to do in-depth retirement planning. We work with external professionals to make sure all areas of retirement planning are addressed, especially focusing during this phase of their lives on the accumulation of adequate wealth for a comfortable, worry-free retirement.
The transition into retirement can be overwhelming. We work with clients to make this transition intelligently over time, using an array of investment options since no one investment type is right for everyone. We also help with the many decisions faced by a retiree.
Small Business Owners
The needs of each business owner are unique. We create an environment that allows you to focus solely on the growth and security of your business. Our wealth management solutions are designed to integrate both your personal and business financial needs via a customized plan to maintain the strength of your business and to work towards personal financial security.
In addition, many small businesses have the desire but lack the skill and time to find ways to help their employees prepare for retirement successfully. We work with business owners in providing retirement plan services, risk management consulting, succession planning and estate planning.