Our Services

OUR SERVICES

Life is full of competing priorities – some you plan for and some you don’t. You probably have an idea of the things you want to do that will require money.

Retirement Planning Do not put retirement planning on the back burner. Use a tax professional to plan ahead now, and reap the benefits later.		Investment Services Our approach to overseeing our clients’ investment portfolios has been based on personalized account planning, risk minimization, disciplined professional money management, and tax efficiency.
Estate Planning Strategies Legacy planning is a special subset of financial planning. That’s because leaving a legacy entails much more than leaving an inheritance or charitable gift. Leaving a legacy means passing along celebrated traditions and cherished values to those we love.

Financial Planning Checklist

Have you determined your short- and long-term financial goals?
Are you saving and investing sufficient sums to fund your short- and long-term goals?
Are you making the best use of tax-deferred savings plans, such as IRAs, 401(k)s, and Keoghs?
If you are an employee, are you getting the optimum from your employee benefits?
Do you have an "emergency fund?"
Do you have adequate insurance?

Quick Financial Check-up