Services

  Our services are usually obtained by a referral from one of our existing clients or a working relationship with another professional. Our initial meeting is a complementary discovery session to gather facts and to explain our role in development and implementation of your financial plan. It is important for all of us to get a feel for being able to work together and develop personal money strategies. Our roles in financial planning for you are:

Areas of Focus

• Fee Based Financial Planning
  
    - Financial Planning
  
    - Retirement & Estate Planning
• Fee Based Investment Planning
  
    - Wrap Investment Programs:
  
    - Portfolio by Design
  
    - Separate Accounts/ Private Money Managers
  
    - SEI Private Trust Company
• Long Term Care and Life Insurance
• Estate Conservation Products
• Retirement Planning Products
• Brokerage Services