Broker Check

For Individuals & Families

For over twenty five years, clients have sought out our firm for our caring and comprehensive approach to planning for the financial future.   Our advisors take the time to listen and understand your goals and dreams for the future, carefully evaluate all of the pieces that you've already put in place, and develop solutions that are uniquely your's.  From the basic foundations of planning to the most sophisticated estate planning strategies, our professionals will partner with your other advisors, such as your attorney or accountant, to help make your financial dreams a reality.

Services we provide include:

Estate Planning


Financial Planning

  • Estate Tax Projections
  • Tax minimization Strategies
  • Advanced Gifting Techniques
  • Family Business Intergration
  • Charitable Planning Ideas
  • Trust Services and Asset Management
  • Life Care Planning for individuals with special needs
  • Fee-Based Financial Planning
  • Retirement Income Planning
  • Education Funding Strategies
  • Budget & Cash Flow Analysis
  • Risk Management Analysis
  • Asset Allocation Analysis


Wealth Management


Risk Management

  • Securities Brokerage Services
  • Institutional Managed Money Platforms
  • Passive Investments
  • Alternative Asset Offerings
  • Fixed & Variable Annuities
  • Tax Efficient Strategies
  • Retirement Income Strategies
  • Diversification Strategies




  • Life Insurance
  • Disability Income Insurance
  • Long Term Care Insurance
  • Guaranteed Income Annuities