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More than Just Financial Advisors

We provide financial consultation with integrity and transparency and offer:

  • In-depth experience, broad-based, comprehensive knowledge in multiple financial arenas.
  • Wealth accumulation and preservation strategies for both major financial decisions and every day issues that life brings your way.

Services provided but not limited to:

  • Investment Portfolio Design and Ongoing Analysis
  • Trusts for Asset Protection and Distribution
  • Retirement & Estate Planning
  • High Level Management:
    • Employee Agreement and Benefits Reviews, Individualized Financial Consultations
  • Tax Smart Wealth Protection Strategies; Gifting Strategies
  • Women and Financial Health Strategies*
    • Empowering Women to Take Control of Their Financial Futures
  • Special Needs Children/Trusts, Personalized Advance Planning**
  • Small Business Organizational and Business Succession Planning
  • Commercial Real Estate:
    • Income Potential Evaluation, 1031 Exchange Decisions
    • Negotiation Terms for Acquisition, Tax Implications
  • Professional Athletes Financial Planning during and after the Game
  • From College Funding to a Comfortable Retirement, Preparing for Life
  • Medicare Planning & Social Security Claiming Strategies
  • Insurance Planning: Health Care, Life, Disability Income, Long-Term Care
  • Divorce Settlement Strategies

*Click here to learn how we can personalize your financial consulting to meet your specific needs

**Click here to learn more about Special Needs Trusts.