Services

Our full range of services

Wealth Management:

  • Retirement Income Planning
  • Distribution Analysis
  • Estate Strategies
  • Fee-Based Asset Management
  • Wrap Fee Services
  • Comprehensive Fee-Based Financial Planning
  • Investment Advisory Services

Special Programs

  • College Planning
  • Social Security Planning
  • Police and Fire Fighters Retirement Planning
  • Wealth to Women Financial Education
  • Veterans Benefits Assistance

Business Services:

  • Retirement Plan Consulting
  • Buy-Sell Agreements
  • Continuity Planning
  • Family Generation Transitioning

Insurance:

  • Life Insurance
  • Long-term Care / Disability Insurance
  • Key Man Insurance

Investments:

  • Mutual Funds / ETFs
  • Stocks
  • Bonds
  • Annuities
  • IRAs (Roth & Simple)
  • College Savings Plans

We understand that women are complex individuals that shouldn’t be categorized but we have developed these niche groups to serve every aspect of you!

Please click an image to view the page

widows-servretirement-serv
single-servprofessional-serv
married-servfinances-serv