Broker Check

Wealth Management Services

for Individuals, Families, Businesses & Estates

Our first priority is helping you take care of yourself and your family.

We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our success. 

Tax Planning

Tax-Optimized Investing

Tax Mitigation Strategies

Charitable Giving

Tax-Loss Harvesting

Capital Gains Analysis 

1031 Exchanges 

Estate & Trust Planning

Wealth Transfer

Insurance & Risk Management

Life Insurance Analysis & Design

Disability Insurance

Long-Term Care Insurance

Key Employee Insurance


Retirement Planning

Distribution Planning

IRA Contributions & Rollovers

Income Projection Analysis

Individual Retirement Account (IRA)

Social Security & Medicare

Self-Employed Retirement Plans

Roth Recharacterizations

Retirement Goal Setting

Cash Flow & Debt Management

Business Planning

Employer-Sponsored Retirement Plans 

Plan Review & Comparison Analysis

Budgeting & Planning

Charitable Gifting

Cash Flow Management

Business Succession

Buy-Sell Agreements


Managed Portfolios

Diversification Strategies

Sustainable & Enviromental Investments

Certificates of Deposit (CDs)

Equities, Fixed Income, Mutual Funds

Exchange-Traded Funds (EFTs)

Real Estate Investment Trusts (REITs)

Have a Question?

Thank you!

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you. | (419) 668-2552