Investment Services

We are affiliated with a local respected investment management firm. Whether your investment needs are for retirement, college planning, life insurance, etc. we can lead you through the process.

Financial Planning
Through the financial planning process, we can help you assess your financial needs and develop strategies that enable you to strengthen your financial security and achieve your goals.

Estate Planning
We can guide you through the complex process of getting your financial affairs in order. Effective estate planning is essential to ensure an orderly transfer of assets to your beneficiaries, provide security for a spouse, and can also reduce or eliminate the tax due on a transfer of a business of other assets. Working in tandem with lawyers and other financial advisors, we help our clients achieve their long-term goals while protecting their assets and preserving their estates.

Investment Portfolio Analysis
We can help you build an investment portfolio that takes into consideration tax implications.

College Planning
We can help you learn about funding options, tax breaks, savings plans and their affect on financial aid. Given your current salary and other debt obligations, we will you calculate a realistic budget for college expenses. We have the experience and expertise to guide you through the planning process.