About Us

Comprehensive Wealth Management

Our clients are retired, or about to retire, and want to protect the assets they have worked a lifetime to accumulate. That requires truly comprehensive wealth management. We believe there are five key areas of financial planning, and we service our clients in all areas.

Tax Planning

  • Maximizing use of tax advantaged investment vehicles
  • Multi-generational IRAs
  • Tax-free and tax-deferred investment strategies

Retirement Planning

  • Retirement plan distribution
  • Income strategies

Investment Planning

  • Portfolio analyis
  • Risk/return evaluation
  • Asset allocation

Protection Planning

  • Identifying current and future risk exposure
  • Analysis of current insurance coverage
  • Long-term care protection

Estate Planning

  • Minimizing probate expenses
  • Reducing or eliminating estate taxes
  • Assuring proper management of family assets