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Services

Our significant scale and national resources enable us to deliver high caliber services, select among a broad product platform and develop truly innovative strategies as we build long-term, personal client relationships on a local level. Our services include:

Investment Planning

Our investment plans address your goals and objectives, regardless of market conditions. Often referred to as an “investment policy statement,” we have found that those who clearly define and commit their position and needs to paper have a distinct advantage in weathering the fluctuations of the market.

We combine your written investment policy statement with a full range of portfolio modeling and analysis tools available on the market today. We pride ourselves on the depth of our monitoring, research, due diligence, and electronic reporting. It’s our cohesive platform that helps elevate our investment management experience for clients.

Retirement and Fringe Benefit Planning

One of the greatest challenges facing every generation is the increasing costs, complexities, and attainability of retirement. Our firm utilizes an expansive number of available techniques and income modeling tools that help you determine how your actions can impact your retirement goals.

Because your investments and retirement are intrinsically related to one another, we provide modeling — similar to our investment analysis — to clearly illustrate where you stand and incorporate many variables along the way.

Business Planning

Business owners often face a number of day-to-day responsibilities and don’t have the time to focus on important financial strategies, be it their exit plan or company retirement plan. We cover the parameters and opportunities for employees and executive compensation, deferred compensation, and key employee incentives.

We recognize that when you engage an advisor, you are placing your faith and trust in that individual to provide guidance and insight. We value your confidence and your business and want to encourage you to reach out today to get started.