Service Model

Our customized financial program is a step-by-step process that helps you arrive at decisions in which you have confidence and commitment.  We have a special program for women in transition through divorce or widowhood.  Once your goals have been established, we then help you to implement a sound financial plan using the following tools:
  • Professional investment management
  • Retirement strategies including maximizing Social Security benefits 
  • Tax management 
  • Concentrated stock analysis and planning
  • Estate planning & conservation
  • Insurance products
  • College Funding
  • Coordination with other advisors as needed
  • Ongoing updates to your plan as your life and circumstances change