Broker Check

Our Clients

Comprehensive Wealth Management Services for Indivudals

Our advisors provide financial guidance, advice, service, and support for over 400 individual clients.  Our services to them include:

  • customized and personalized financial planning
  • portfolio research, design, construction, implementation, and management
  • risk management and asset protection
  • legacy and estate planning guidance
  • review and analysis of life, health, disability, and LTC insurance programs

Comprehensive Corporate/Business Planning Services

On the corporate side, we build and service retirement plans and employee benefit plans for businesses varying in size.  Our services include:

  • a complete suite of retirement plan design, implementation, and monitoring
  • employee and executive benefits
  • business transition planning and gap benefits
  • ERISA compliance and fiduciary consulting