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Do you have a financial strategy in place? If you don’t, it’s likely not because you haven’t thought about your future. Today’s typical family is faced with a delicate balancing act, providing for today’s financial needs while also planning for their future goals. As you determine how to pay for your children’s college educations while also saving for your own retirement, you may have trouble prioritizing your needs and balancing these competing interests.

Often, many families haven’t created a financial strategy because they don’t know where to start and don’t have the time. Our goal is to serve as your financial concierge, helping you implement, manage, and update a personalized financial strategy tailored to your immediate needs and long-term goals.We aim to handle the heavy lifting so you can focus on your passions in life.

We can assist with:

Investment Management

We forgo model portfolios and instead our goal is to build a customized and diversified portfolio that complements your other planning concerns. After we define your objectives, we develop a portfolio that may consist of bonds, Exchange Traded Funds (ETFs), mutual funds, stocks, or other investment vehicles, emphasizing risk management and diversification.*

Retirement Planning

Whether it is five or twenty five years away, it is important to plan ahead for retirement. We can help you determine opportunities for building a consistent income that will last throughout your retirement, from contributing to a 401(k) plan to identifying appropriate annuities. We also provide advice on minimizing unnecessary taxes on your investments, including 401(k) and IRA rollovers, and more.

Estate Planning

Preserving assets and transferring an estate to family and heirs can be complicated and confusing. Regardless of how large your estate is, it’s important to plan what will happen to it upon your death. We help you articulate your estate planning needs and coordinate the work of other professionals who may be needed, including attorneys and CPAs.

College Planning

A major concern among families is determining how they will pay for their children’s college expenses while balancing their own retirement planning. We can help you evaluate funding and savings options (such as 529 Plans or education trusts), and create an education strategy tailored to your goals.


Without the right type of insurance to protect your assets, you could be leaving yourself vulnerable. With access to a wide array of insurance products, we help you determine what type of coverage is appropriate for your circumstances, including life, long-term care, and disability options.

*Diversification does not guarantee a profit or protection from losses in a declining market.