WEALTH MANAGEMENT/FINANCIAL PLANNING

We help our clients through listening, analyzing and recommending a clear and comprehensive course of action. We focus on helping you accumulate, manage, and grow your wealth to help meet immediate as well as long-term-needs. It’s a process that involves an intimate knowledge of client objectives, disciplined manager selection, oversight, personal attention and evaluation for all asset classes.

GROUP BENEFITS

We develop a clear understanding of what you define as a successful benefits program and what your goals are moving forward. We also conduct thorough analysis of your current plan design and suggest any changes that may be beneficial. We will work with providers to get an accurate price comparison based on current plan information.

GROUP RETIREMENT SAVINGS PLANS

You work hard to do the right thing for your employees by offering and managing your retirement plan. But, we also know it’s not your full time job. We know from day to day you have a lot of obligations to keep your company’s business running smoothly. Your retirement plan’s fiduciary responsibilities shouldn’t be an added burden. We stand behind our offering and support you in managing your fiduciary obligations.

ESTATE/BUSINESS SUCCESSION PLANNING

As a business owner, you want to insure that if something happens to you or as you near retirement that your company has a “roadmap” to guide your team. We can assist you in evaluating various succession plan structures and enable you to make an educated decision on putting one in place.