Who We Serve
We provide wealth management and financial services to individuals, families and businesses looking for guidance from an experienced and trusted advisor.
Examples of questions we stand ready to help you with include:
Individuals
- What should be the priority for my savings?
- Am I taking appropriate risk with my investments?
- Do I have adequate insurance?
- Do I have enough to retire?
- How do I transition my ‘nest egg’ into ‘retirement paychecks’?
- When should I start Social Security benefits?
- Am I making the best use of my assets?
- Will I outlive my assets?
- If something happens to me, will my loved ones be okay?
- How should I preserve my legacy?
- How much can I afford to give?
- Is there a better way to gift?
- Can you help me understand what assets we have?
- What are the financial implications of the maintenance proposal?
- What are the tax implications of taking various assets?
- Where do I start?
- How do I re-title assets?
- What's next?
Building for the Future
Approaching Retirement
Living in Retirement
Thinking about Charitable Intent
Dealing with Divorce
Dealing with the loss of a Loved One
Businesses
- What is the best plan type for my business
- What are the design options available
- Does my plan maximize benefits the way it should
- What are my fiduciary responsibilities
- How can I efficiently manage these responsibilities
- Can you help create and oversee a fiduciary process
- Are my employees receiving the education they deserve?
- Does my plan offer the right mix of investments?
- Are my costs appropriate for the services I'm receiving
- How does my plan compare to options in the marketplace