Our Services

We provide our clients with a broad spectrum of services and resources as well as a variety of techniques and planning strategies.  We help clients find growth opportunities while preserving capital and reducing taxes*. Both our individual and business clients benefit from the depth of our knowledge and experience in the areas of:

For individuals:
  • Wealth accumulation techniques
  • Estate planning and wealth transfer strategies
  • Retirement planning strategies
  • Retirement distribution strategies
  • Investment management
  • Insurance planning
  • Eldercare planning
  • Educational funding strategies
  • Tax preparation and planning
For business owners:
  • Employee health and life plans
  • Profit sharing, pension and 401(k) plans
  • Business valuation and succession 
  • Exit strategy planning
  • Tax preparation and planning
  • Accounting and bookkeeping services
A powerful alliance:
We are a member firm of the Fusion Advisor Network, a powerful national network of some of the most prestigious firms in the financial services field.  As a member we have the ability to share planning techniques and strategies with some of the most knowledgeable individuals in financial planning. 

*To ensure compliance with requirements imposed by the IRS under Circular 230, we inform you that any U.S. Federal tax advice contained in this communication, unless otherwise specifically stated, was not intended or written to be used, and cannot be used, for the purpose of (1) avoiding penalties under the Internal Revenue Code or (2) promoting, marketing, or recommending to another party any matters addressed herein.