Since 1983 we have offered our clients

*Investment advice and asset allocation management

*Cash flow analysis indicating projected rates of return needed to achieve financial independence (i.e. retirement).

*Estate review including survivor needs analysis, estate tax analysis and provisions to avoid probate

*Long-term care needs analysis

*Education funding and provisioning

*Tax minimization strategies

*We take into consideration various inflation rates and other variables when constructing your financial plan or retirement solution

*Face-to-face portfolio reviews at least two times per year and plan updates as needed

*Custom tailored performance reports provided quarterly and on special request.