Wealth Management & Retirement Planning

Long before retirement even hits our radars, we’re planning what type of education, skills training and professional designations we’ll acquire. We also spend a lot of time planning which industries are the best place to work in, and which employers to work for.

 

Estate Planning

For some people, financial planning is mainly concerned with how best to go about building a nest egg, and how to make it last through retirement.

 

Health & Welfare Plan Consulting and Services

Plan Design and Implementation

Selecting, customizing and implementing a plan can be a complex process. Our professional staff will guide you through each step of the process including:

Retirement Plan Consulting

  • Provide advice on Plan Design.
  • Plan documents and employee enrollment materials
  • Employee education and enrollment assistance
  • Assist with IRS and DOL audits.
  • Retirement consulting with terminated participants and retirees.
  • Interface between cl
 

Charitable Giving

Everyone has their own reason for gifting their assets or a portion of their income to charitable organizations. Some find comfort in helping others who are less fortunate, while others simply want to share their good fortune.

 

U.S. Government Securities

In today’s uncertain investment environment, U.S. Treasuries Securities offer a safe, secure, government-guaranteed option for investors worried about the impact of the recent economic downturn on their savings.

 

Insurance Services

We provide a needs analysis for life, disability, and long term care insurance, as well as brokerage services for individual medical insurance.