Our Services - Value Added

Retirement Planning. Whether you are approaching retirement or are already retired, it is essential to have a roadmap to get there and stay there. Learn more.

Wealth Management. With so many investment options out there it is difficult for regular investors to sift through the noise of investment products and hidden costs and fees associated with them. Learn more.

Estate Planning. Estate planning involves the accumulation, preservation, and distribution of an estate in a manner that will most effectively achieve an estate owner’s personal goals, whether it is passed on to heirs or to benefit a charitable organization. Learn more.

Social Security. For many retirees, Social Security is a major component of their retirement income. Learn more. 

Tax Planning. Tax planning can become very complex at times and may involve rather sophisticated investment strategies but many are straightforward and fairly simple and can be used by most taxpayers. Learn more.

Business Planning. As a small business owner we know what our small business clients’ concerns are. Learn more.

Risk Management. Risk is defined as the potential that a chosen action or activity (including the choice of inaction) will lead to a loss.  Learn more.