Our unparalleled experience and insight, coupled with our client-centered approach to service, are the cornerstones of our practice. You'll also enjoy the prestige and distinct benefits of having your portfolio overseen by an established, well-respected financial manager.

We employ the latest investment research and technology to provide you with excellence in portfolio construction, service, and risk-adjusted performance.

As independent financial professionals, we always put your needs first when you require:

Investments and personal Financial Services

• Tax Shelters
• Mutual Funds
• Deferred Income
• Stocks
• Bonds
• Professionally Managed Portfolios

Retirement Planning:

• Individual Retirement Accounts
• IRA Rollovers
• Simple(k) and Simple IRA Pension Profit Sharing
• HR-10 Simplified Employee Pensions
• Tax-Sheltered and Immediate Annuities
• Selected Executive Incentive Compensation

Tax Deductible Business Benefits:

• Salary Continuation
• Disability
• Death Split-Dollar Bonus Plans
• Group Life
• Disability
• Medical
• Dental

Business Ownership Protection:

• Key Man Indemnity
• Disability
• Death Funding the Purchase of a Business Interest

Business Continuation Plans

• Commercial Loan Protection

Personal Insurance:

• Disability
• Hospitalization
• Major Medical Life
• Mortgage and Debt Cancellation
• Long-Term Care

Family and Business Estate Planning:

• Estate
• Analysis
• Conservation
• Liquidity Life Insurance Trusts
• Charitable Bequests and Family Gifting
• College Funding