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Personal Services

Education Planning

  • Projections of college expenses
  • Funding strategies
  • Gifting
  • Estate Planning

Tax Minimization

  • Family survivor income
  • Liquidity sufficiency
  • Property titling and ownership planning
  • Survivor asset management
  • Estate distribution planning
  • Trust planning and administration
  • Charitable/Philanthropic strategies
  • Fringe Benefit Planning

Contingency Planning For Disability 

  • Minimizing dependence on company benefits
  • Utilization of company saving plans
  • Investment Planning

Goal & Strategy Determination 

  • Asset diversification
  • Risk-Reward analysis
  • Performance Monitoring
  • Retirement Planning

Pension Maximization 

  • Retirement timing
  • 10 year cash flow projections
  • Determination of income and capital need
  • Capital accumulation
  • Tax Planning

Maximizing Deductions

  • Tax-advantaged investments
  • Tax reduction strategies
  • Proper utilization of tax law changes.

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.

Schedule time with us