Products and services. Aligned with your priorities.
Banking. Insurance. Investments. There are many Every day, we live out our mission to help others “be wise with money” by building meaningful relationships and providing expert financial advice. We want to help you reach your financial goals! We take time to understand your values and help you identify what's most important to you. Through an advice-based service we can partner together throughout your financial journey. We can provide you with financial advice that evolves as your needs and goals change. This financial plan for a fee may be comprehensive in nature, taking into account many areas of your financial life, or could be focused on one or two topics. Service includes:
• Ongoing relationships (you may terminate the agreement at any time).
• Personalized written recommendations and financial planning analysis on your needs and objectives on an annual basis.
• Conversations to help you stay on track—in person or over the phone.
Through personalized financial planning, we’ll create goals and craft a plan for your finances. We specialize in the following areas:
• Life and health benefit consulting
• Wealth accumulation and risk management strategies
• Retirement income planning
• Executive benefits and key person retention strategies
• Wealth and tax efficient estate transfer
• Advanced charitable and legacy planningproducts and services to consider. I understand how crucial it is to choose those that best address what matters most to you. So, as I work with you, I ask about your needs. Your dreams. Your values. Then I offer solutions that will provide clarity about where you're at — and confidence about where you're headed.
What We Offer
Mutual Funds
Our fund options offer flexibility and choice to help you manage risk, build a diversified portfolio and pursue lifelong goals.
Financial Guidance
We work with you to create a personalized strategy and support you with ongoing guidance to help you reach your goals, no matter where you're starting from.
Charitable Giving Solutions
Thankful for all you've been given? We can help you give back.
Traditional and Roth IRAs
You can use these tax-advantaged accounts to help you save for retirement — and perhaps fund other needs, such as a home purchase or a child's education.
Investments
Our options help you balance performance and purpose.
Health Insurance
We can help you assess your options, including those available through your employer and government programs.
