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Individual Services

We work with a wide array of individuals and families. Our goal is to guide you through the complexities of wealth management and help you pursue financial independence.

Investment Management

We forgo the one-size-fits-all investment platforms that many firms use and instead build a customized and diversified portfolio that complements your other planning concerns, including taxes, benefit plans, and retirement income strategies. After we define your objectives, we develop a portfolio that may consist of:

  • Stocks
  • Bonds
  • Mutual Funds
  • Brokerage Accounts
  • ETFs
  • Traditional, Roth, and Inherited/Beneficiary IRAs
  • Annuities
  • CDs
  • 529 Plans
  • Treasury Bills and Notes
  • Alternative Investments
  • Government Securities

Financial Planning

Financial planning is a process to help you clarify and refine your goals, develop a step-by-step plan for working toward those goals, and track your progress over time. Our team has the knowledge, experience, and training to provide comprehensive financial planning services helping you balance your needs today with your dreams for the future. Your financial plan may include:

  • Retirement Strategies
  • Income Strategies
  • Estate Planning
  • Protection/Insurance Planning (Life, Disability, and Long-Term Care Insurance)
  • College Planning
  • Asset Selection/Management
  • Budgeting
  • Charitable Planning
  • Income Tax Planning*
  • Financial Position Analysis

*Service provided by independent third party