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Financial Planning and Wealth Advisory

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.

Investment Management

Customized Fortune 360 Models
Unique investment plans for each client
Long term focus on total return
Coordination with CPA throughout the year

Financial Planning

Creation and maintenance of unique plan
Detailed & specific long-term planning
Matching of plan with investment strategy
Tax minimization strategies

Retirement Planning

Long-term and short-term cash flow planning
Evaluation of retirement plans
Social security maximization strategies
Evaluation of NUA stock

Estate Planning

Family / business transition planning
Estate tax reduction strategies
Probate avoidance concepts

Insurance Planning

Life, Disability and Long Term Care Insurance
Business Insurance: Buy/Sell, Executive Bonus, Key Man
Annuities – Fixed and Equity Indexed

Business Planning

Quarterback the sale of a business
Structuring & design of transition
Coordination with business brokers