Whatever the state of the economy, we
are deeply concerned about the personal financial status of
our clients. To help you invest wisely, put aside what
you’ll need for retirement, fund the kids’
education, keep yourself out of debt, and plan your estate,
we’ve assembled a team of certified financial planners
who can guide you towards the best decisions depending on
your time horizon, your tolerance for risk, and your current
and future financial goals.
It is never too early to start planning for retirement. If
you want to live the same lifestyle--or an even better
one--than you do now, you need to start planning for
retirement...NOW. We can analyze your projected income and
expenses and suggest investment funding techniques to help
you make sure that your golden years 10, 20, and even 50
years from now live up to your expectations.
Our firm offers estate planning services so you can
minimize both federal and state estate tax liabilities. We
will endeavor to protect your heirs from the unneeded
emotional devastation that can be caused by estate tax
Many Americans are facing the pain of large credit card or
student loan balances that they do not know how to pay off.
We offer complete debt and financial counseling services,
including installment debt consolidation, refinancing, and
Our firm will perform a custom portfolio analysis and
review the risks and returns of specific investments
including stocks, bonds, cash, REITs, and limited
partnerships. We will also determine an optimal asset
allocation for you by taking your unique personal and
financial goals, time horizon, and risk tolerance into
The costs of a college education are continually rising,
far outstripping the normal rate of inflation. We will help
you determine your best approach to save for your
children’s education, which could be either a 529
plan, prepaid tuition plan, or Coverdell account.
We’ll also help you take advantage of other
tax-favorable treatment of education expenses, such as the
Hope and Lifetime Learning Credits.