Services To Help Meet Your Needs

Rollover Management – Deciding what to do with your retirement savings requires careful consideration of many factors. The decisions you make today can have a significant impact on the amount of money you will have after retirement. We help our clients understand their options, evaluate the tax consequences of each alternative and take the necessary steps to implement a strategic plan.

Retirement Income Planning – This has become a major focus for investors as the responsibility of retirement income has shifted from the employer / government to the individual employee. We provide both short and long-term retirement planning advice for clients seeking financial security after retirement.  Our retirement specialists will evaluate and assess all existing retirement accounts – pensions, IRAs, SEPs, annuities – and make recommendations to create a steady income stream during retirement and meet required minimum distribution rules.

Tax Planning – Our services help our clients take full advantage of tax savings opportunities to help minimize or defer exposure. Our tax specialists also stay abreast of proposed tax laws so our clients can prepare for future changes.

College Expenses / Major Purchase Planning – We can help you learn how to set financial goals, determine how much you need to save, and identify appropriate investment strategies to help make your goals a reality.