Our Services

Comprehensive Wealth Management can mean different things to different clients. For our team it means ensuring that we able to advise on all aspects of a client's financial life. In order to successfully navigate each client's needs it is important for us to have access and expertise in a wide variety of solutions for our clients.

Below please find a list of the types of services we offer to our clients:

Retirement Planning
Retirement Planning Services
  • Goal Planning & Monitoring - helps clients stress test their retirement plans
  • Retirement Income Strategies
  • Cash Management Strategies for Retirement
  • Social Security Strategies
  • 401k Education
Investment Management
Investment Management Services
  • Portfolio Design & Management
  • Asset Allocation & Rebalancing
  • Risk Management Strategies
  • Assistance with 401ks
Wealth Transfer
Wealth Transfer Solutions
  • Trust Accounts & Transfer on Death Accounts
  • Coordinate with Estate Planning Attorney to goals are met
  • Inherited IRAs & Stretch IRA Planning
Life & LTC Insurance
Insurance Solutions
  • Life Insurance - Including UL, VUL, & Term
  • Traditional Long Term Care Insurance
  • Asset Based Long Term Care Insurance
Education/ Tuition Planning
Education Planning
  • 529 Accounts
  • Education Planning as part of Estate Plan
  • Alternative Education Savings Strategies
Trust Management
Trust Management
  • Tax-advantaged Strategies in coordination with tax, legal and other advisors
  • Trustee Services provided by Raymond James
  • Investment Management for Trust Accounts