Wealth Management Services

We provide advice that is proactive and goal-specific. You will also receive clarity of purpose and the financial confidence that comes with understanding how and why your wealth is working for your family.


Retirement Planning

We take a close look at your potential retirement-income sources and build them towards meeting your financial goals. We develop these income streams to last your lifetime and beyond.


Estate Planning

We construct an estate planning review customized for you. This review includes a flow chart review of your estate and assistance in how to build, preserve, and distribute your assets in the most tax advantageous manner.


Legacy Planning

We help you leave your mark on the world by putting a plan in place to take care of the generations behind you. We assist with Endowment Funds, Charitable Remainder Trusts, and Wealth Replacement Trusts in order to build your legacy.


Tax Reduction

We incorporate tax reduction strategies to guard your wealth in a time of rising taxes and budget deficits. Proper planning with your investments and insurance can save a significant percentage of your net worth.


Social Security Optimization

We offer a customized social security optimization analysis report. This information will help you make an informed decision about how and when you utilize this crucial asset.


Insurance Planning

We provide guidance and clarity to help you know how you can protect yourself from life’s risks. Our experienced team will help you walk through the options of life insurance, disability insurance, and long-term care insurance.


Asset Protection Planning

We utilize legal, financial, and insurance tools to protect you from creditors. By using these tools, we reduce creditors’ incentive to sue and as a result, protect your assets.


Investment Management

We build a sound investment portfolio that takes into account your risk tolerance, time horizon, and goals. Utilizing that information, we build a portfolio that may incorporate money managers as well as portfolios we create ourselves.

We consistently evaluate these investments to ensure they are aligned with the portfolio’s specific needs, while enhancing its return.


401(k) Active Management

If you have a 401(k) plan, regardless of the company or provider of the plan, we can assist you in managing the investments. In our 401(k) strategy, you make the changes, but we closely advise you in what changes to make. Through advanced technology and proven expertise, we can guide you through our 4 step investment process and build your savings for you. These four steps include direction of the stock market, direction of styles/sectors/areas, what to buy and when to buy. This is a monthly service for account balances of $100,000 and up for those still working.