YOUR INDEPENDENT FINANCIAL PLANNING TEAM

Financial and insurance services, namely, comprehensive financial planning; financial planning to maintain desired cash flow; estate planning; tax planning; financial planning and consultation for charitable giving; portfolio management and asset allocation; financial analysis and consultation for funding college education, for salary continuation in the case of death or terminal illness, for disability plans, for retirement funding strategies, and for qualified and non-qualified retirement plans; insurance consultation; risk management and insurance consultation with regard to equity investment transactions, executive compensation plans, deferred compensation plans and employee benefit plans