Our Services

generations of trust...decades of knowledge...since 1979

Through the use of the financial planning process we review your overall financial situation. All pieces of your financial puzzle must fit together and compliment one another.

Areas reviewed include:

Risk Management : All forms of insurance and risk exposure including Life, Health, Disability, Long Term Care/Home Health Care.

Cash Management: Cash flow, debit analysis, true return evaluation

Investment Management*: Review of current investment postures, asset allocations, risk tolerance. Develop investment policy objectives. Review 401(k) programs and other outside investments. Retirement planning analysis.

Tax Strategies: Income tax return preparation, tax projections and potential reduction strategies. Retirement distribution planning, estate analysis.

Estate Planning: Review of current estate plan. Referral to outside professionals. Being certain documents will accomplish your objectives. Estate tax analysis. Multi-generational planning.

Naturally, referrals are available by request.

 

 

This information is not intended to be a substitute for specific individualized tax, legal or investment planning advice.
 

*Securities and investment advisory services offered through FSC Securities Corporation, a registered broker-dealer, member FINRA/SIPC.