Developing a solid investment foundation
We will develop a customized plan and investment policy based upon our clients goals, time horizon and assessed risk level.

Provide unparalleled client service
We truly value the relationships with our customers and treat each relationship with a personalized approach emphasizing customer satisfaction. Each client has access to a staff of highly experienced and licensed financial advisors. We pride ourselves on being in-tuned to our customers' concerns and prompt in replying to theirs needs. On an annual basis or when your personal circumstances change, we will conduct a thorough in-person review of your investments and strategy employed.

Help mitigate investment risk
Through tactical asset allocation we can help reduce volatility and improve the total return of your investment portfolios.

Add discipline to your investment process
We do not follow or subscribe to a "pack/herd" mentality when it comes to investing; rather, we provide the discipline needed to help our clients stay on track with their goals.

Provide objective, non-biased, advice
Our aim is to share our knowledge with our clients and provide them with the best investment vehicles available tailored to their needs. We are team players, working for you and your interests. We strive to maintain our place as the integral part of your financial team.

List of Services

Advanced Planning Capabilities
Personal Financial Planning
Investment Planning
Asset Allocation
Fee Based Investing
Retirement Planning
Education Funding
Tax Planning
Divorce Planning
Insurance Planning (Life, Disability, Long Term Care)
Comprehensive Written Financial Plans
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Retirement & Employee Benefits
401(K) Plans
Profit Sharing Plans - (traditional or alternative funding methods)
403(B) Plans
SIMPLE, SEP and Uni-K Plans
Defined Benefit Plans
Group Health Insurance
Group Disability Insurance
Group Life Insurance
Business Continuation Planning
Funded Buy-Sell Agreements
Contingent Buy-Sell Agreements
Advanced Funding Strategies
Trusteed Buy-Sell Agreements
Employee Stock Ownership Plans
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Estate Planning
Irrevocable Life Insurance Trusts
Grantor Retained Annuity Trusts
Asset Protection Strategies
Qualified Plan Conservation Strategies
Split Dollar Life Insurance
Dynasty Trusts
Family Limited Partnerships
Leveraged IRA's
Planned Charitable Gifting
Charitable Remainder Trusts
Charitable Gift Annuities
Private Foundations
Charitable Lead Trusts
Charitable Gift of Insurance
Lifetime Gifting Planning
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Executive Deferred Compensation
Supplemental Executive Retirement Plans
401(K) Mirror Plans
Executive Bonus Plans
Rabbi Trusts
Death Benefit Only Plans
Executive Split Dollar Plans