Who We Are
The professionals of The Art and Science of Successful Planning are here to inspire success. We recognize that along with financial success comes increased responsibilities and complexity. This is why we provide a holistic approach to managing all aspects of our clients’ financial situations, by doing so we can exploit the critical interdependencies among income and estate taxes, business overhead and employee labor burden, investments… both personal and business, as well as insurances, which are often times improperly coordinated. We recognize that our clients’ individual financial needs and goals change over time, so we offer a spectrum of services.
- Risk Management and Insurances
- Investment Advisory Services, including Investment Management & Brokerage
- Fee Only Financial Plans (Individual and Business)
- Senior Care Planning (Medicare/Medicaid, LTCI, Annuities, Life Ins.)
- Employee Benefits (Medical, Ancillary, Retirement Plans, Key-Person)
- Business Planning (Continuation, Structure, Buy/Sell Arrangements)
- Senior Housing Placement
Our clients financial goals may be met by helping them develop strategies designed to assist them in making the most of their money. Our services are designed so as to not discriminate, all though our wealth advisory division assists the “Soon-to-be-Affluent” (those individuals that have investment assets of $150,000 to $1,000,000), the Wealthy (those individuals whose investment assets exceed $5,000,000), individuals and their family members, as well as business entities. Our clients are typically individuals who seek unbiased advice with tailored recommendations. Our clients after-tax results may be improved especially with regard to investments, assistance with regard to the transfer of wealth to the next generation, providing protection of their wealth, and reduction of time spent overseeing their affairs and dealing with a multitude of advisors. We work with a number of other professionals, such as Attornies, Accountants, Property and Casualty Insurers, Real Estate Brokers, Commercial and Residential Lenders, and Credit Repair Services, operating like a team to address clients’ needs in a concerted manner. Our unique, holistic approach builds relationships with clients for the long-term. Our focus is on meeting each client’s individualized needs starting with a personalized financial inventory and analysis. Then using sound financial principles as the basis of all our recommendations; our clients can rely on our guidance throughout their constantly evolving personal and business lifecycles.