Our Services

Client-specific recommendations regarding:

• Tax Planning Strategies
  
• Retirement Planning Strategies
  
• Social Security Income Maximization
  
• Investments and Portfolio Income Planning
  
• Behavioral Financial Advice
  
• Insurance Needs Analysis
  
• Educational Funding
  
• Employee Benefits Analysis
  
• Estate Planning
  
• Cash Flow Maximization
  
• Financing Options
  
• Charitable Donation Strategies
  
• Fee Only Consultative Services

• Financial Education and Guidance
  
• Intergenerational Planning
  
• Wealth Transfer
  
• Estate Asset Management
  
• Care Giving and Supportive Strategies
  
• Advisor Directed Trust Services - Premier Trust

• Fee-Only Investment Management
  
• Mutual Funds, Stocks, Bonds, and Exchange Traded Mutual Funds (ETF's)
  
• Income Tax Credit Programs
  
• Fixed, Variable and Equity-Indexed and Immediate Income Annuities
  
• Real Estate Investment Trusts (REIT's)
  
• Alternative Investments
  
• Socially Conscious Investments

• Life Insurance (Term, Universal, Variable & Whole Life)
  
• Long Term Care Insurance
  
• Disability Income Protection
  
• Business Owner Buy-Out Insurance for Death & Disability
  
• Business Overhead Expense

• Financial Planning and Wellness Programs for Employees
  
• 401(k) Plan Consultation, Implementation, and Servicing
  
• Small Business Retirement Plans: SEP-IRA, SIMPLE IRA, Solo 401(k)
  
• Employer-Sponsored 529 Plan Consultation, Implementation, and Servicing