Investment Supervisory Services
We provide our clients with investment management services, including security analysis and selection. We develop, maintain and update client portfolios after discussions with our client and development of a risk tolerance profile and investment policy statement. We clear through Fidelity Investments and Fidelity maintains custody of client assets.
Comprehensive Financial Planning
We provide our clients with fee-based financial planning services, including budgeting and cash management plans, survivor needs analysis, disability needs analysis, college planning, estate planning, and tax planning.
We assist our clients in obtaining life, disability and long-term care insurance after analyzing our client’s needs, objectives and financial planning goals. As an independent firm we have access to most insurance companies and products.
We can assist your business in designing and implementing all types of qualified retirement plans.
For business owners, we offer planning and implementation services for business succession plans, buy-sell agreements, key-individual insurance programs, executive bonus plans, and non-qualified compensation plans.