Our Firm

Our team is backed by a team of experienced professionals in investments and insurance who bring different points of view to your financial planning. This holistic approach can help you build a diversified portfolio of retirement, wealth management strategies, asset allocation and estate planning solutions. You receive strategies and guidance tailored to help meet the needs of you, your family and your small business.

We build relationships with people like you by providing solutions to help you plan for your financial future. Our success is based on our long history of social responsibility and strong leadership.

Holistic Focus*

Our team can provide financial planning services to individuals, families and businesses. Planning helps clients organize aspects of their finances by identifying their financial goals, providing them with a written summary of their strategies, and giving them the opportunity to implement them in accordance with their goals and our recommendations. Our work supplements and coordinates the services that our clients' other professionals—CPA, attorney and others—provide. The degree of detail and sophistication of the financial planning strategies provided varies according to the individual client's circumstances. The specific areas covered include one or more of the following:

- Estate Planning

- Business Succession Planning

- Investment Planning

- Retirement Planning

- Risk Management

- Tax Management Strategies