With a team of experienced professionals, we seek to serve as your financial concierge, offering a higher level of responsive service designed to simplify the execution of your financial responsibilities and connect your business planning with your personal wealth management.
Customized Fortune 360 ModelsUnique investment plans for each clientLong term focus on total returnCoordination with CPA throughout the year
Creation and maintenance of unique planDetailed & specific long-term planningMatching of plan with investment strategyTax minimization strategies
Long-term and short-term cash flow planningEvaluation of retirement plansSocial security maximization strategiesEvaluation of NUA stock
Family / business transition planningEstate tax reduction strategiesProbate avoidance concepts
Life, Disability and Long Term Care InsuranceBusiness Insurance: Buy/Sell, Executive Bonus, Key ManAnnuities – Fixed and Equity Indexed
Quarterback the sale of a businessStructuring & design of transitionCoordination with business brokers