Our Services

  • Financial Planning

            -Personal Financial Plans

            -Education Planning

  • Investment Counseling

      -Portfolio Review

 

      -Asset Allocation Review

 

      -Risk Tolerance Testing

 

      -Rollovers and Distributions

 

      -Socially Responsible Investing

§        Insurance

            -Life

            -Health

            -Disability

            -Long-Term Care

            -Needs Analysis and Review   

  • Retirement Planning

      -Individual Plans – IRAs

                  Traditional and Roth

 

      -Employer Plans

                  SEP, Simple, 401(K) and 403(B)

                  Setup, Installation and Review

                  Plan Conversion

                  Employee Assistance

  • Estate and Trust Service

      -Estate Planning and Charitable Giving

 

      -Trust Advisory Services