What We Do Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success. Just Some Of Our Services FINANCIAL PLANNING Financial Planning is an ongoing process to help you make sensible decisions about money that can help you achieve your goals in life. INSURANCE Is a policy that provides a guarantee of compensation for specified loss, damage, illness, or death in return for a premium payment. Some examples of insurance are life insurance, disability insurance and Long Term Care. ESTATE PLANNING Estate planning is the process of anticipating and arranging, during a person’s life, for the disposal of their estate. RETIREMENT (IRAs) A retirement plan is a financial arrangement designed to replace employment income upon retirement. Begin planning now. Let’s talk about our 4 step process. 401(K) A 401(k) is a retirement savings plan sponsored by an employer. It lets workers save and invest a piece of their paycheck before taxes are taken out. TAX PLANNING The purpose of tax planning is to ensure tax efficiency, with the elements of the financial plan working together in the most tax-efficient manner possible. 529 PLANS A 529 plan is a tax-advantaged savings plan designed to encourage saving for future college costs. There are both personal and corporate 529 plans. BUSINESS SUCCESSION PLANNING You've worked hard during your lifetime to build your business, and undoubtedly want to ensure the preservation of your legacy. An experienced wealth strategist can help you navigate the complexities of succession planning.