Our Services

The following are the areas of service and relevant topics that I address with clients as we navigate through their financial future.

Life Insurance - So many options. Will we have what we need?

Disability Insurance - Surely it won't happen to me? Right?

Medical Insurance - What are the options?

Long Term Care Insurance - Praying may not be enough.

Retirement Income Planning - What happens when you live too long?

Investments - Risk, returns, and time horizons.

Qualified Retirement Plans -  For individuals.

Comprehensive Financial Planning - Looking at the forest as well as the trees.

College Funding - Children should be educated to have a future.

Estate Planning - How do I avoid hard feelings? I want to leave something.

Charitable Giving - Is there a better way to help?

 Tax Impact - An important consideration in investing.