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Our Services

No matter where you are in your career or what plans you have for the future, our team can utilize our experience and resources to create a financial plan that is aligned with your needs and goals.

Retirement Planning

Our team has decades of experience in helping individuals through every stage of retirement — no matter their lifestyles and portfolios. You may be seeking to save the necessary funds to sustain your desired lifestyle in retirement. If so, our team can create an income generating strategy that will strengthen your portfolio today, while preparing you for tomorrow.

However, you may already be in the midst of retirement and want to ensure that your portfolio remains healthy and protected. Our team can help you leverage unique insurance protection strategies that can bring balance to your portfolio and prepare it for any unexpected expenses.

Legacy Planning

Have you begun to consider the legacy that you will leave behind? Many individuals have dreams and desires when it comes to their legacy, but they are unsure of the first step to take. Whether you want to leave a gift to your heirs or a certain charitable organization, our team can create a legacy plan that maximizes your impact.

Business Planning

As a business owner, you are faced with critical decisions every day. When it comes to the financial planning of your business, however, it can be hard to execute the complex planning that often arises. Through the expertise of our team, we can create a business plan that addresses the needs and concerns you have.

• We can develop key person strategies to help you retain your most valued employees
• We can create custom retirement plans for your employees
• We can create a succession plan that is in line with your personal and business goals

Portfolio Management

Our team has managed the portfolios of investors from various backgrounds and risk preferences. We have utilized time-tested strategies to help them weather both up markets and down. By learning about your goals and risk tolerance, we can create a custom investment strategy that offers your portfolio the growth and preservation you want. If you are already experienced in portfolio management but are looking for additional support, our team welcomes you to be as involved in the planning process as you would like to be.

Social Security

Have you considered when and how you will file for Social Security? For better or worse, the decision you make could have a significant impact on your retirement plan. But with such a complex filing process, how can you ensure that you are making the right choice?

Our team has partnered with Nationwide to provide you with a complimentary analysis to help you through the complexity of Social Security when you retire.

Click here for a FREE Social Security Analysis.

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.   |  716-568-8790