What We Do

Business and Employee Benefit Planning:

Most business owners work hard to build and grow their business. If something unexpected happened to a business owner or key employee, it could cripple a business.  I work with my clients to discuss various planning techniques to help protect their business from financial loss.  I also work with my clients to put a cost effective benefit plan in place which can help attract and retain employees.

Wealth Management and Financial Planning:

People work hard over their lives to accumulate wealth.  Putting a proper plan in place will help you see your current financial picture and focus on what needs to be done to help you meet your financial goals. Whether you’re saving for college, retirement, or a rainy day fund, my job is to help you implement strategies to help you reach your goals.

Retirement Planning:

Current projections show social security will most likely have to reduce benefits we receive by 2034.  No matter your stage in life, it is never too early or late to save for retirement.  I meet with my clients to review where they are today and where they want to be when they reach their retirement years. I help put a plan together to aid them in achieving their goals and live the life they want.

Insurance Planning: 

As our lives change, often our priorities change as well.  One of my jobs is to help make sure you and your family are properly protected, be it with life insurance, long term disability insurance or long term care insurance.  Reviewing existing coverages can help ensure your plan is keeping pace with ever changing needs and objectives.  


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