FINANCIAL PLANNING

If You Find Yourself Asking…

Am I going to have enough money to retire?

Am I going to live longer than my savings?

Am I managing my assets the best way?

Let Us Help Guide You

Discover Your Financial Roadmap

Retirement planning is critical in these uncertain times. Whether you are developing a retirement plan for yourself or choosing a retirement plan to offer to your employees, we can help you evaluate the available options.

Our focus is on helping you to make the choice that is most appropriate for your own financial situation. If you are choosing a retirement plan for your business, we will base our recommendations on the unique characteristics of your business and your employee population, as well as the legal and compliance issues related to each type of plan.

How We Can Help

• Comprehensive financial planning for all of your needs
• Independent research, which includes market research for 401k, assets, investments, etc.
• Non-proprietary investments 
• College planning, wealth management, estate, wills and trust, protection planning, life planning, and holistic planning

Why You Can Count On Us

• We have a financial advisor that is a part owner of the tax practice 
• We have 6 full-time advisors and licensed staff
• Many of our advisors are on the premises during the tax season to answer all your financial planning and investment questions