Our Services
We specialize in issues dealing with asset management, investments, retirement planning, estate planning, business continuation planning and insurance. The list of financial concerns and considerations facing you today is seemingly endless and there are no easy answers.
We are in the business of helping my clients address all their financial challenges. We do this by using a total wealth management approach. Each area is important individually, but managing them all collectively is one of the most important considerations in working towards the goal of your overall financial success.
Our approach can help you invest conservatively, reduce your exposure to taxes, address your business and personal needs. We can help you develop a plan with goal of successfully transferring your wealth to your heirs and philanthropic interests. Among our financial offerings are the following:
- Managed asset plans - for professional fee-based portfolio management through LPL Financial
- Strategic Asset Management (SAM) - providing you with fee-based asset management through LPL Financial, a Registered Investment Adviser. Access to over 3,500 mutual funds, as well as individual stocks and bonds.
- Variable and fixed annuities
- Retirement Asset Distribution Strategies
- Portfolio Management
- Estate Planning-to help protect the wealth you've worked for
If this method of managing your financial needs sounds appealing, we invite you to spend some time exploring this site. We also welcome the opportunity to hear from you. If you have questions about your financial situation, please do not hesitate to call or email us.
One of the of the services we offer our best clients is that if you know anyone who needs to speak to someone about their financial affairs, for whatever reason, we will speak to that person. It may not be appropriate for them to become a client, or perhaps it will, but regardless, we will point them in a direction that is appropriate for them. If they are important to you, they are important to us and we would be honored to meet with them.