237 Johns Street,
Retirement planning can never begin too early. We provide you with a comprehensive view of your finances to establish a plan that is designed to allow a greater portion of your earnings to be prioritized toward goals, with the goal of lasting beyond your lifetime.
Social Security PlanningPension RolloverIRAs and Roth IRAsIncome ProtectionIncome Tax Analysis
Investment management starts with a conversation about your personal goals and leads to the creation of an investment strategy designed to meet your unique requirements and risk tolerance.
Personalized Investment StrategiesDiversified Portfolio Creation401(k) RolloversMutual Funds
Insurance planning and family risk management is about identifying possibilities that could threaten your financial future and creating a plan to reduce them.
Fixed and Variable AnnuitiesLife InsuranceDisability InsuranceLong-Term Care Insurance
Estate and legacy planning can be an emotional topic, but it’s important to make a plan to ensure that your wishes are upheld.
Beneficiary DesignationFamily MeetingsEstate Planning Attorney Collaboration
Education planning for a child’s or grandchild’s post-high school education requires a look at the implications for your income, gift and estate taxes, as well as the student’s ability to qualify for financial aid.
We offer minimal tax preparation services (12 or less tax documents) at our discretion. The minimum tax preparation fee is $275 and will vary based on the complexity of the income tax return subject to the preparer’s discretion. Each return will be completed by a Certified Public Accountant (CPA).