What We Do

WEALTH MANAGEMENT SERVICES AND TRANSITION CONSULTING

Offering the full spectrum of financial planning

With our comprehensive range of wealth-management services and proprietary programs for Professionals in TransitionSM, we meet the financial needs of any corporate or individual client. Whatever your situation, lifestyle, or goals, our team will guide you every step of the way toward a more secure financial future.

Financial Planning

  • Income Planning
  • Retirement Plans
  • Tax Planning
  • 401(k) and 403(b) Planning
  • College Savings
  • Estate Planning
  • Social Security Timing
  • Social Responsible Investing
  • Hourly/Fee Based Advice

Insurance

  • Disability Income Insurance
  • Life Insurance
  • Long-Term-Care Insurance
  • Fixed Annuities

Tax Planning

  • Tax Planning Efficiency Options
  • Referral to CPA/Enrolled Agent

Estate Planning & Trusts

  • Estate Tax Planning
  • Distribution Planning
  • Trust Accounts

Educational Workshops


For more information, please call (800) 477-1245, or email us at [email protected]