There are many financial solutions in the market, and so choosing the ones that best meet your needs can be complicated. That’s where we can help. We can offer professional financial security advice to help you choose only those solutions that meet your current and future goals.

We aim to help you make informed decisions about the solutions in your portfolio. To do this, after meeting to discuss your needs, we draw on a comprehensive suite of solutions and services to find those that address your unique situation.

Planning

Investments can play a key role in any financial plan. For individuals, a mix of investment solutions, income and pension plans can help achieve short- and long-term goals.

For employers, we can offer advice on savings and pension plans.

• 401 (k) retirement plans and Individual Retirement Accounts
• 529 qualified tuition plans
• Certificates of Deposit
• U.S. Treasuries Securities
• Group retirement and savings plans

Insure

As much as we try to prepare for them, tragic events like death, disability or critical illness sometimes strike. When faced with such a situation, insurance can protect policy holders and their families from undue hardship. For this reason, a variety of insurance coverage is essential to any comprehensive financial plan.

Insurance planning is best when tailored to fit its owner’s personal situation: whether designed for a single person or family; professional or seasonal employees; executive or small business owner, everyone can benefit from an appropriately customized plan.

• Life
• Long-term care, disability and critical illness
• Health and dental
• Group health benefits

Manage

Along with the protection offered through insurance and the goal setting provided by investment choices, money management strategies can help manage savings on a daily basis.

From mortgage payments to tax savings, a strategy for managing money effectively involves a consideration of individual contexts.

• Saving
• Tax Planning
• Succession Planning
• Mortgages
• Financial Planning for Business Owners
• Business Succession Planning