Financial Planning & Wealth Management

Your well-being doesn't begin or end with your finances. It starts with – and is always about – you

Our committed financial professionals know the path to fulfillment begins with getting to know who you are, what matters to you and how you've made decisions so far. From there, we guide you toward a personalized strategy that will help you make smart choices and a financial portfolio that will help you live your life with confidence. Only then do we offer guidance on the specific products that are the appropriate for your plan - and your life.

Our Services

  • Comprehensive retirement planning to align personal objectives, investment risk tolerance, and future income needs
  • Ongoing plan reviews to update goals, stay on budget, and adjust finances and investments
  • Thorough timely analysis of Social Security, Medicare, and Pension plan options
  • Full risk management review of life, disability income, and long-term care insurance needs
  • Solutions for small business owners to analyze and implement group employee benefit plans
  • Proactive monitoring and servicing across all client accounts, retirement plans, and policies
  • Smart tax decisions and planning in coordination with client’s tax advisors
  • Estate planning to address intergenerational wealth and asset transfer in coordination with client’s attorney
  • Market research and fund tracking performed by Investment Committee in partnership with leading investment firm analysts