Customized Planning Services

Choose the right level of service for you.


Financial Planning
Successful planning is the key to a successful retirement. We can help you develop a sound financial strategy that covers all the financial bases, from investing to retirement to estate conservation.

  • Establish goals and objectives
  • Identify resources to fund your goals
  • Determine the balance of risk/return that is right for you
  • Review and discuss your plan
  • Implement your action items


Investment Management
With a thorough understanding of your specific situation, we will implement an investment strategy designed to work with your financial plan. We have a team of experienced, credentialed portfolio managers in-house offering a variety of strategies to meet the unique needs of each client.

  • Fundamental Investment Strategies
  • Tactical Investment Models
  • Traditional Long-Term Allocation Models
  • Individual Stock Portfolio
  • Options Overlay Strategies
  • Individual Bond Ladders


Tax Planning
Tax planning is the analysis of your financial situation or plan from a tax perspective. The purpose of tax planning is to ensure tax efficiency, with the elements of the financial plan working together in the most tax-efficient manner possible. We can work closely with your accounting professional or recommend one of our trusted partners.

  • Tax-exempt investments
  • Tax-deferred investments
  • Tax-loss harvesting
  • Charitable giving
  • Gift planning


Estate Planning
Preparing for the future of your loved ones is an important process that requires thorough and thoughtful consideration. Planning for the distribution of your estate is a sensitive matter, and with proper planning, you can be assured that your wishes will be honored. We can work with your existing attorney or recommend an experienced professional from our network.

  • Establish a living trust to avoid probate
  • Prepare a proper will
  • Name a power of attorney
  • Healthcare directives