Wealth Management

A successful wealth management strategy is one that provides for you and your family today and preserves enough for future generations. To achieve this success, a financial strategy must consider many factors. That's why we work with your attorney, trustee, accountant, and other professionals as necessary to create a customized strategy that considers your specific wealth management needs.

Depending on your stage of life and types of concerns, I will help you find the appropriate solutions to issues like funding for an education or retirement, protecting your assets and your family, and advising you with your estate planning needs.

Wealth Accumulation

Portfolio Building - With the right asset allocation, we can help you maximize the growth of your investments, while we help minimize the risk. We'll take into account your risk tolerance, liquidity needs, as well as your short and long-term goals.

College Funding - We can help you choose the right savings and investment vehicles, and the best plans available for financing an education.

Retirement Planning - If you are planning for a secure retirement, we can help you evaluate all existing retirement plans; pensions, 401(k)s, IRAs, and annuities. We can also assist you with an IRA Rollover.

Wealth Protection

Survivorship Protection - We can help you develop a strategy using life insurance to provide the income your heirs will need to maintain their way of life.

Asset Protection - We can recommend ways to maximize and help protect your hard-earned retirement savings and your independent life style should you or your spouse need long-term care.

Disability Income Insurance- Often overlooked is the need to protect one's current income stream and future earnings in the event of a disability. We can help you protect your future earnings from such an event.

Long-Term Care Insurance - We can help prevent a long-term illness from adversely affecting your financial future - and that of your loved ones.

Wealth Distribution

Trust and Estate Planning - With the right strategy, you can control your assets according to your wishes in order to reduce administrative costs, and ensure the effective management of your affairs should you become incapacitated. You may also be interested in developing charitable or family gifting strategies to pass along your wealth. Based on your individual situation, we recommend techniques for approaching these challenges.