Interactive Financial Planning

Through a collaborative approach, we empower our clients to be involved in every step of their financial planning journey. Our advisors take the time to truly understand your needs and give you a voice in each decision. You also benefit from access to a user-friendly online platform, where you can run numerous financial planning scenarios as your situation or lifestyle changes

Retirement Plans

Whether you are self-employed, a small business owner, or in charge of a corporation or tax-exempt organization, you generally have the option of establishing a retirement plan in which you and/or your employees may participate. Not only can a good retirement plan promote regular savings, it can also help you attract and retain quality employees. In addition, in the case of qualified plans and some nonqualified plans, it can provide significant tax benefits for both employers and employees.

We also offer guidance for individuals. It’s never too early to start planning for your retirement. Not sure where to start? Let us help you determine your needs and find a plan that works for you!

Investment Advisory Services

Working with an investment advisor can help you secure your financial future. We help you assess your finances, set specific goals, and implement an objective and comprehensive financial plan.

We can also provide ongoing monitoring of your finances to help ensure you feel comfortable and secure.

Life Insurance

Life insurance can help ensure your loved ones are financially taken care of, after you are gone. This is especially important if you are the primary earner in your household. Proceeds from a life insurance policy make cash available to support your family almost immediately upon your death.

Life insurance is also commonly used to pay any debts that you may leave behind, including mortgages, car loans, and credit card debts. Because everyone’s situation is different, there is no “one size fits all” policy. Reach out to your planner today, and we can assist you in determining the right life insurance plan for your family’s needs.

Disability and Long-Term Care Insurance

Disability Insurance, also referred to as Disability Income Insurance is designed to replace your income if/when you can’t work due to illness or injury.

Long Term Care Insurance is intended to help pay the high cost of care when you need assistance – whether at home, in an assisted living facility, or a nursing home – to perform daily life activities.

Charitable Planning

Charitable planning with your advisor can help you find opportunities to give back. Advisors can help you define your goals and provide guidance on donor funds, gift annuities, and outright gifts.

Our planners are known for their connection to the community and can lead you to organizations that match your interests and values.

Click to listen highlighted text!