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Strategic Planning Services

Our team develops comprehensive wealth management strategies with the goal of protecting and increasing your assets and reducing your taxes. We help you pursue financial success with a full array of strategic planning services.

Retirement planning

  • IRAs and lump-sum distributions
  • SEP and simple IRAs
  • Qualified retirement plans
  • Retirement planning/workshops, corporate employee benefits and education workshops

Investment planning

  • Mutual Funds
  • Stocks and bonds
  • Real Estate Investment Trusts (REITs)
  • Exchange Traded Funds (ETFs)
  • Variable and fixed annuities
  • Alternative investments
  • Savings strategies

Estate planning

  • Strategies to provide for your family’s needs
  • Strategies for tax reduction

Education planning

  • 529 plans
  • Coverdell Education Savings Accounts

Risk management

  • Insurance protection of financial losses
  • Long-term healthcare
  • Constructive settlement
  • Buy/sell protection for small business