Family Planning

  • Financial Planning
  • Investment Analysis
  • Wealth Management
  • College Funding
  • Retirement Planning
  •      Accumulation and Income Phases
  • Insurance Planning
  • Distribution Planning
  • Estate and Legacy Planning

    Business Planning

  • Succession & Retirement Planning
  • Key Executive Benefits
  • Deferred Compensation
  • Executive Bonus
  • Qualified Retirement Plans
  •      Pension
  •      Profit Sharing
  •      401(K)
  •      SEP
  • Employee Group Benefits
  • Employee Educational Seminars  



If you are like most of us you have an idea of where you want to go, but are too busy to plan your financial future.  We all want happiness, good health and confidence in our financial decisions.

How do we pursue these goals?

One of the best ways to pursue any goal is to create a plan that helps you gain the things you want.

Working with a Financial Planner may help people like you. They may have a plan that is designed to help you develop a flexible financial plan that designed to help you achieve your goals and dreams.

To Start . . . We Begin by Listening

Asking questions and really listening to your answers is the best way we can understand your financial needs.  Together we will review your present situation and define future goals.

We then analyze your current situation and review exactly what steps we need to take to be consistent with your objectives.

Next . . .The Planning Process

We begin to put together a strategy of specific recommendations that, taken together, form a comprehensive financial plan that is unique to your personal financial situation.  Once the plan is in place, we take the time to meet with you and make sure you understand what is being recommended and why.

Implementing Your Decisions

One of the most important services we can provide you is to help you implement the recommendations we have made.   Whether it's savings, investments, or insurance, we have the ability to execute your decisions.

Reviewing and Updating

Remember that unknown factors, both positive and negative, are always ahead of us.  We will be there to help make the adjustments needed so that your financial plan is consistent with your financial goals. We are your partners.