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Financial Planning

We provide comprehensive financial plans for our clients and specialize in the following areas:

Insurance Planning

Tormey's Law states that "there are two ways to be insurance poor – the first is not having enough insurance, and the second is spending too much for it."

We are committed to helping you pursue your financial goals and objectives. Your financial security, now and in the future, will always be our number one priority.

Financial Planning

A financial roadmap can help you chart a course between where you are today and where you want to be tomorrow. We can assist with:

  • Insurance Planning Strategies
  • Retirement Planning Strategies
  • Income Planning Strategies
  • College Planning Strategies
  • Medicare Planning Strategies
  • Investment and Portfolio Management

Executive Benefits

Retaining and rewarding your executive employees is key for any business owner. Benefits can be tailored to your objectives and goals and may include the following:

  • Deferred Compensation
  • Salary Continuation
  • Supplemental Executive Retirement Plans
  • Executive Bonus Plans
  • Phantom Stock Options
  • Split-Dollar Insurance Plans

Estate Planning

Planning your legacy is of utmost importance to assure your family and loved ones are taken care of. We have comprehensive knowledge of state and federal tax laws and this is key to a successful estate plan. We are also happy to recommend you to an estate planning attorney who specializes in creating these documents. In most cases, an individual’s estate plan will include the following:

  • Last Will and Testament
  • Power of Attorney Documents
  • Health Care Proxies
  • Living Trusts
  • Beneficiary Designations
  • Revocable Trusts
  • Irrevocable Trusts
  • Irrevocable Life Insurance Trusts
  • Supplemental Needs Trusts
  • Charitable Trusts

We are passionate about helping others and acting as a trusted consultant that you can turn to for honest financial advice. We look forward to working with you.