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Objective Investment Advice

Cash Flow Management and Income Protection

We can help you avoid those subtle drains on your cash flow, create more efficiency in savings and debt management and help you protect your income against unexpected health issues. Let us help you protect your income now and during retirement.

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Retirement Planning & Long Term Care

How much money do I need to retire?  How much income is enough? These are typical questions that everyone faces at retirement. When is the best time too retire? What happens as we age and need help in our later years? What if one of us needs to go into a home. Proper planning can answer a lot of these questions making your retirement years more comfortable. We want you to be able to say to yourself, "I will be o.k." 

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Estate Planning & Taxation

We spend years accumulating assets and eventually it becomes time to make changes. Business owners have to make changes at retirement. In all cases we want our life work proceeds to get into the right hands in the most tax efficient manner. Discover the most tax efficient ways of transferring your estate to your beneficiaries and avoid the potential pitfalls that can occur with poorly planned estate strategies.

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Business Owners Success Strategies

Business owners have more complex situations starting with shareholder agreements, business continuation concerns and the pressure of operations. We have experience developing and executing tax efficient plans for small business owners. In addition to shareholder concerns, we can provide employee benefits from one of our 20 carriers and implement a pension plan with employee advice services. 

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Investment Management and Portfolio Construction

High Net Worth investment programs, fee based accounts, separately managed accounts or insured investments. We have worked with all categories of investments, stocks, ETF's and mutual funds. We are pleased to provide custom solutions that meet you objectives

Our investment philosophy is based on the premise that Capital Retention should be our first goal while proving opportunities for growth in the portfolio.

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Life Insurance, Living Benefits, Group Benefits & Pension

We can shop the market for the best solutions. Please feel free to make inquires.    

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Call 1-807-684-1900