Personal Solutions

Decades of Experience to Serve You for Generations to Come

Our guiding vision is to align investment and insurance strategies with comprehensive financial planning through every stage of life. That’s why our CERTIFIED FINANCIAL PLANNER™ professionals approach your finances from a broad view to evaluate, adjust and synchronize all the moving parts of your finances.

We begin by partnering with you to define your long-term goals, then work collaboratively with you to implement coordinated strategies to achieve them. Recognizing that financial planning is a lifelong process, we have committed tremendous resources to building a sophisticated client service team focused on meeting the unique needs of our clients.

We are passionate about guiding our clients through their most important financial decisions.

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 Behavioral Finance TopiS

Behavioral finance is the study of the effects of psychology on investors and focuses on why investors make poor decisions. Money is an emotional topic and we are often our own worst enemies when it comes to investing. We use images and stories that connect with individuals to help illuminate important financial topics. Click on an image to read about each concept.

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Services

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Financial Planning

• Fee Based Financial Planning

• Asset Allocation Analysis

• Retirement Income Needs Analysis

• Education Planning

• Budgeting and Cash Flow Analysis

• Life, Disability Income, and Long Term Care Insurance Needs Analysis

 
 
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Estate Planning

• Estate Tax Projections

• Tax Minimization Strategies

• Advanced Gifting Techniques

• Family Business Integration

• Philanthropic Planning

• Trustee Services

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Wealth Management

• Securities Brokerage Services

• Institutional Managed Accounts

• Passive Investments

• Alternative Assets

• Tax Efficient Strategies

• Socially Conscious Investments

• Variable Annuities

• Retirement Income Strategies

• College Funding

 
 
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Risk Management

• Life Insurance

• Disability Insurance

• Long Term Care Insurance

• Annuities

 

Estate Planning services are provided working in conjunction with your Estate Planning Attorney, Tax Attorney and/or CPA. Consult them for specific advice on legal and tax matters.

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