Areas of Focus

With our tight-knit team, you get a far different level of intimate care than from a larger firm — the personalized attention of a small powerhouse of experts who see you for the individual you are. Whether your needs involve financial planning, investments, or insurance, we serve clients in a variety of focus areas:

  • Financial Planning

    Identify values, motivations, and sensitivities to determine appropriate financial goals and strategies to achieve them

  • Investment Management

    Maximize asset efficiency using a disciplined and coordinated approach that removes emotion and speculation from the decision process

  • Insurance Planning

    Implement relevant risk management strategies to protect you and your family

  • Group Benefits 

    Provide education around your group Life Insurance/Long Term Disability programs

  • Retirement Planning

    Identify savings targets and options to give you peace of mind around your retirement plan

  • Tax Efficient Planning

     Maximize tax efficiency in wealth accumulation and income distribution

  • Income Distribution Strategies

    Optimize draw-down strategies to ensure your income needs are met throughout retirement

  • Estate & Legacy Planning

    Maximize wealth transfers across different scenarios and work with centers of influence (including attorneys, CPAs, and entire advisory staff) to ensure sound estate plan design