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Our clients are passionate about creating a better life for themselves, their families, and generations to come. We always strive to do right by our clients and serve as their guide through life’s many milestones.

Our comprehensive services include:

Special Needs Planning

  • Multigenerational care planning
  • Financial planning regarding disability laws
  • Special needs trusts
  • Life insurance
  • Government Assistance
  • Estate planning

Wealth Management

  • Asset Allocation
  • Income strategies
  • Guidance on employer retirement plans
  • Review of accounts with other firms

Risk Management

  • Overall Risk Analysis
  • Existing Policy reviews
  • Life insurance
  • Long term care insurance 

Cash Flow Planning/Management

  • Savings strategies
  • Sustainability reviews of portfolio withdrawals
  • Social security maximization and optimization
  • Pension maximization and optimization

Tax Planning/Management

  • Tax minimization strategies

Estate Planning

  • Reviews of Wills & Trusts
  • Minimizing estate tax liability
  • Gifting strategies

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.  |  931.905.4455