What We Do

Achievement of each client's goals, driven by his or her needs, their vision, and passion influence everything we do.

This requires the integrated involvement of our resource team, a team that includes professionals in the areas of financial planning, investment planning and management, tax reduction strategies, and estate/charitable giving.

Given the daily pace maintained by our clients, our role is typically that of financial coordination - actively exploring goals and feelings, identifying actions necessary for success, and then as a catalyst in taking action.

Our products and services have included, but are not limited to:

Family Wealth Planning

Financial/Retirement Planning

Imminent Retirement Audit and Organization

Concentrated Stock Analysis and Risk Reduction Strategies

Wealth Management and Asset Management Programs

Estate Preservation and Transfer Strategies

Institutional Money Management Programs

Trust, Foundation, and Qualified Plan Investments

Planned/Charitable Giving

Business Succession Planning

Deferred Compensation Strategies

Employer Benefit and Retirement Plans

Other Services

Charitable Organization Planned Giving

Foundation/Endowment Audit and Counsel

Financial Planning as an Executive Benefit

Transition Strategies: Divorce, Loss of Spouse, New Employment, Employment Offers, Employee Stock Options, Early Retirement.