Who We Serve.
Pre-Retirees and Retirees.
After listening to your needs, wishes and goals, we help you develop an appropriate plan to ensure a comfortable retirement. This will include reviewing your existing portfolio, risk tolerance and goals to develop a customized investment portfolio.
Special Needs Families.
Special Needs Planning includes planning for your retirement, plus your child’s well-being once you are gone. Careful planning may include multiple, overlapping areas of concern to develop a thoughtful, holistic plan. Areas to consider may include retirement planning, investment planning, risk management, estate planning, life insurance, government benefits including supplemental security income (SSI), educational advocacy and asset protection using special needs trusts.
Health Care Professionals.
We’re here to help you rise to the challenge. As a fiduciary and CERTIFIED FINANCIAL PLANNER Professional, we focus on combining complex financial, tax, investment and risk management services into a sophisticated, long-term approach — designed to help medical professionals cover the full scope of their personal and professional needs.