Solutions

Financial Planning

 We offer an objective, fee-based approach to financial planning. Working closely with you and your other advisers, we can help you develop a comprehensive plan or focus on a particular area of concern: wealth preservation, estate planning, business succession strategies, retirement planning, education funding, portfolio management, and charitable gifting.

The solutions we recommend will depend on your personal circumstances and objectives.

Investment Advisory Services

In today’s challenging investment environment, there are no simple solutions. Success is achieved through a well-conceived investment strategy.

However, with many entities that can call themselves money managers and a variety of mutual funds to choose from, creating an effective strategy can be a labor-intensive, time-consuming process. Through our relationships with independent, top-tier investment firms, I can help simplify the process.

We typically use a fee-based “assets under management” approach, which helps to ensure that our interests are always aligned with yours—to help protect and grow your investments.

Through our various investment programs—ranging from separately managed portfolios of stocks and bonds to mutual fund accounts—we can personalize your investment portfolio to help you meet your financial goals.