There are many financial products in the market, and so choosing the ones that best meet an individual client’s needs can be complicated. Informed decisions about the products in any portfolio are best made after an assessment of individual needs. After meeting to do this, you are better informed when the time comes to choose from a comprehensive suite of products and services and select those that address your unique situation.

Our services include:

 

Retirement Planning

Retirement planning shouldn’t start at retirement; it should start well before. We take a long-term view of your financial wellbeing to help create a life after work that is as well-planned as your life while working.
 

Investment Planning

Through on-going, active, professional management, we aim to help create and preserve your wealth to help you reach your financial goals.
 

Insurance Planning

Even though you may think you’ve covered all the bases, life sometimes has a funny way of throwing you a curveball when you least expect it. We will review and advise you on your asset protection needs to include long-term care, life, disability & cancer insurance.
 

Financial Planning for Business Owners

The everyday tasks of running your business requires your full attention. Through comprehensive financial planning, we’ll help you strike a balance between reinvesting in your business and securing your financial future.
 

Divorce Planning

The impact of divorce could be overwhelming not knowing the full impact of one’s financial security in the years to come. We can help by providing a comprehensive cash flow analysis to help you know what is needed in assets or income to achieve your goals.
 

Estate Planning

Having an estate plan is paramount to ensuring your estate is handled according to your wishes. Together with your estate planning attorney, we can assist to ensure that appropriate financial assets are available at your death while planning to minimize taxes on your transferred wealth.