Our Services

The initial meeting in our office will be one of discovery.  We will get to know you and ask a lot of questions about your financial goals, wishes and facts.  It is best to bring a financial summary and all of your statements so we can accurately begin the evaluation process.  It is also highly suggested that you bring 2 years of your tax returns.  Once we get to know you and all of the information gathering has been completed, we, collectively, choose a path for your financial future.  This process is monitored on an ongoing basis especially if you experience significant life changes.

  • Tax management
  • Investment management
  • Retirement strategies 
  • Estate conservation
  • Insurance and annuity products