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
