Our Services

While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions.

Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following products and services:

• Tax efficient investing
• Investment management
• Retirement strategies 
• Estate conservation
• Insurance and annuity products
• 401(k) and other employer sponsored plans

Available Value-Added Client Service Platform

“It takes 20 years to build a reputation and five minutes to ruin it.  If you think about that , you’ll do things differently.” Warren Buffet

• Reviews:
• Quarterly
• Semi-Annually
• Annually
• Individual manager and overall investment performance are measured and compared to both the indexes and the goals of your plan.
• Financial Plans are reviewed and updated as needed
• Insurance and Long Term Care needs reviewed
• Meet with attorneys and CPSs as needed, recommendations from attorneys, accountants or other financial providers can be incorporated into your plan.

• Contact:
• Monthly –If desired or needed
• Quarterly – minimum
• Semi-Annually
• Annually—review prior year

• Tools To Keep You Informed and Organized
• New Client Statement Review Call
• Weekly Quick Financial Blast E-Mail
• Monthly E-mail Blast

• Annual Service Survey

• Annual Tax Reporting Package

• Cash And Banking  Services
• Online Account Access
• Checks/Debit Cards
• Automatic Funds Transfers
• Direct Deposit
• Fed Wires

• Services Offered
• Financial Planning *
• Personal & Family Trust Services**
• Alternative Investments
• Estate Planning Strategies
• Investment Banking
• Fixed Income
• Comprehensive Research
• Business Owner Exit Strategies
• Institutional Money Managers
• Mutual Funds
• IRA Accounts
• Individual Stock Investing
• ETF’s
• UIT’s