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Our Difference

Expansive Menu of Wealth Management Strategies


Asset Allocation

Portfolio Design

Diversification Strategies

Alternative Investments

Fixed-Income Strategies

Investment Policy Statement

Needs Assessment

Monitoring and Review

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Tax Planning

Tax-Optimized Investing

Charitable Planning

Trust Services

Tax-Loss Harvesting

Tax Burden Reduction

Estate Tax Planning

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Disability Income Insurance

Life Insurance

Long-Term-Care Insurance

Key Employee Insurance

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Retirement Planning

Distribution Planning

IRA Contributions & Rollovers

Income Projection Analysis

Employer-Sponsored Plans & 401(k)s

Social Security & Medicare

Self-Employed Retirement Plans

Retirement Goal Setting

Cash Flow & Debt Management

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Estate Planning

Tax Reduction

Wealth Transfer

Charitable Giving

Trust Services


Irrevocable Live Insurance Trusts

Risk Management

Life Insurance Analysis & Design

Long-Term Care Insurance

Income Replacement

Disability Protection

Creditor Protection

Elder Care Planning


Incapacitation & Control of Assets

Education Planning

Education Savings Accounts

529 College Savings Plans

UGMA/UTMA Accounts

Trust Services

Business Planning

Business Succession

Buy-Sell Agreements

Retirement Plan Design & Implementation

Key Employee Retention & Insurance

Life Insurance for Personal & Business Needs

Deferred Compensation Arrangements

Charitable Gifting

Disability Insurance - personal income replacement, business overhead and buy/sell

Cash Flow Management

Tax Planning

Account Types

Individual Brokerage

Joint Tenants with Rights of Survivorship

Joint Tenants in Common



Education/529 Savings Plans



Individual Retirement Account (IRA)

Qualified Retirement Plan

Investments Available

Separately Managed Accounts

Certificates of Deposit (CDs)

Equities, Fixed Income, Mutual Funds

Unit Investment Trusts (UITs)

Exchange-Traded Funds (EFTs)


Real Estate Investment Trusts (REITs)

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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