Our Services

Many of our clients retain us to be their personal “CFO”.   We coordinate various aspects of their financial lives, including retirement planning, asset management, risk management, estate planning, insurance, children's college education, etc.

The following are areas of interest that we provide to individuals, families and business owners


  • Financial Planning
  • Legacy Planning
  • Estate Planning
  • Charitable Gifting
  • Wealth Transfer Planning
  • College Planning
  • Retirement Income Planning
  • No Cost, No Obligation,       Unbiased, Objective Second Opinion


  • Life Insurance
  • Policy Audit & Analysis
  • Long Term Care Planning
  • Disability Insurance
  • Asset Protection Planning
  • Insurance & Risk Manangement


  • Company Sponsored Retirement Plans*
  • Executive Benefits
  • Group Life & Disability Plans
  • Health Plans
  • Employee Benefits
  • Voluntary Employee Benefits
  • Deferred Compensation Strategies
  • Business Succession Planning
  • Exit Planning
  • Non Profit Fund Raising