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Wealth Management

We believe that a sound financial planning process is paramount in making informed and intelligent financial decisions on a range of issues including retirement, college education, risk management, and wealth transfer planning.

Our Process

Our Process

We take a disciplined, structured approach to wealth management, which allows us to give you the personalized planning that you deserve. While developing your unique financial strategy, we will walk you through our step-by-step process to help you feel confident in your financial decisions.

  • Step 1: Our process starts with a completely confidential consultation to uncover your goals and assess your unique financial situation.
  • Step 2: Then we review your personalized assessment and decide on steps to accomplish your goals.
  • Step 3: Next, we implement those steps to start you on the path to a brighter financial future.
  • Step 4: We will continuously monitor your progress toward your goal and conduct periodic review meetings.
  • Step 5: Throughout the whole process, we will maintain open, ongoing communication to report progress to you and so we can remain abreast of your evolving financial needs.
Our Products and Services

Our Products and Services

Once we understand your unique financial situation, we will develop and implement a personalized plan to work towards accomplishing your goals and objectives. This could include utilizing any of the following:

  • Stocks, Bonds, Mutual Funds, and Annuities
  • 401(k) Rollovers
  • Traditional and Roth IRAs
  • Money Market Accounts (with check writing)
  • Risk Management
  • Investment Advisory Services
  • Retirement Income Planning
  • Portfolio Construction & Management
  • Education Savings Accounts
  • Life, Disability Income, and Long-Term Care Insurance Planning
  • Estate Planning Assistance
  • Employer-Sponsored Retirement Plan Analysis for Business Owners and Managers
  • Employee Benefits/Group Health Insurance
  • Smartdonor™ Charitable Giving Services for donors and not-for-profit organizations