Areas of Focus: 

RISK MANAGEMENT

Our team can analyze your situation and help find ways to protect your income and assets.

ESTATE CONSERVATION STRATEGIES

Estate conservation strategies can help you pass on more of your wealth to your family and charities than to taxes. We can tailor an estate plan that assures the legacy you want. 

EMPLOYEE BENEFITS

We offer a range of products and services including group and voluntary benefits, executive benefits, retirement and savings programs and individual financial services. We work extensively with educational institutions, providing 403(b) plans as well as financial guidance to plan participants. 

EMPLOYEE EDUCATION AND GUIDANCE

We offer solutions that help connect the benefits you offer with your employees' overall financial strategy resulting in increased benefit utilization and overall loyalty. These highly effective programs are provided at no cost to you or your employees. 

INVESTMENTS

We can design a strategy to help you invest your assets in order to meet your financial goals, taking into consideration your personal situation and appetite for risk. 

RETIREMENT PLANNING

We have the experience to help you develop a comprehensive strategy and will work with you over the years to make sure that strategy evolves as needed. 

SPECIAL CARE PLANNING

We help families plan for the future of their dependents that need special care by providing education and possible financial solutions, which can help maintain a lifetime of quality care.