Broker Check

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:


    Building for the Future

  • What should be the priority for my savings?
  • Am I taking appropriate risk with my investments?
  • Do I have adequate insurance?
  • Approaching Retirement

  • Do I have enough to retire?
  • How do I transition my ‘nest egg’ into ‘retirement paychecks’?
  • When should I start Social Security benefits?
  • Living in Retirement

  • 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?
  • Thinking about Charitable Intent

  • How should I preserve my legacy?
  • How much can I afford to give?
  • Is there a better way to gift?
  • Dealing with Divorce

  • 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?
  • Dealing with the loss of a Loved One

  • Where do I start?
  • How do I re-title assets?
  • What's next?


    Plan Design

  • What is the best plan type for my business
  • What are the design options available
  • Does my plan maximize benefits the way it should
  • Fiduciary Responsibility

  • What are my fiduciary responsibilities
  • How can I efficiently manage these responsibilities
  • Can you help create and oversee a fiduciary process
  • Retirement Readiness

  • Are my employees receiving the education they deserve?
  • Does my plan offer the right mix of investments?
  • Fees and Service

  • Are my costs appropriate for the services I'm receiving
  • How does my plan compare to options in the marketplace