Wealth and Investment Management Services
• IRAs: Roth, traditional, IRA conversions to Roth IRAs
• Investment portfolio reviews
• College funding: 529 Plans, Coverdell, and custodial accounts
Financial services
• Financial planning
• Retirement accumulation and income planning
• Tax-efficiency and charitable gift strategies
Small Business Planning
• Business retirement plans: 401(k), SIMPLE IRA and SEP, nonqualified plans
• Insurance
• Specialty in service-based businesses (trades and construction especially)
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.
