Protect your estate, investments, and retirement

With our wealth management services, you'll have an expert on your side to properly plan for today and the future.

Handle your assets with the guidance of trusted financial experts

Tax Planning
Proper tax planning can defer and minimize tax liability. Whether it be an individual, business or partnership, we can develop strategies to utilize tax law and legislation. For more information about our tax services, please refer to our Tax Center.

Financial Planning
A properly structured financial plan enables you to face financial challenges throughout your life. We can help assess your financial needs and develop strategies that will enable you to achieve your goals and strengthen your financial security. Our services include:

• Investment management
• Retirement planning
• Estate and trust issues

Retirement Planning
It is never too early to start planning for retirement. To maintain or enhance your lifestyle you should be planning for retirement now. Our services include:

• Analyzing projected income and expenses
• Suggesting investment funding techniques to help make sure your golden years 10, 20, and even 50 years from now live up to your expectations

Estate Planning
Proper planning facilitates the orderly transfer of assets to beneficiaries, provides security for the surviving spouse and minimizes federal and state estate tax liabilities. We'll help with:

• Structuring estates to protect heirs from unneeded emotional strife and to ensure that your planning is properly executed

Investment Review
Proper planning will maximize return while minimizing risk. Based upon investment resources and strategy, we:

• Structure an asset allocation plan which reflects your unique personal and financial goals
• Help build an investment portfolio that reflects your needs

Pension & Profit Sharing Benefit Plan Services
Our firm can help your business weigh the complex benefits and costs posed by today’s qualified and non-qualified pension and profit sharing plans, including:

• 401(k)
• SEP
• SEP IRA
• Keogh
• Life and health insurance plans

These plans can provide significant tax advantages for closely held businesses and self-employed individuals. Our staff evaluates the plan to best serve the retirement needs of your organization.