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Areas of Planning

We specialize in helping individuals and businesses develop comprehensive financial plans. We offer personalized, hands-on services to educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and wealth preservation.  

Please take some time to explore our services and let us help you find the solution that best fits your needs.

Full-Service Planning

We will work with you every step of the way, providing on-going, active management and checking in with you to make sure you are achieving your financial goals.


  • Wealth Management Strategies
  • Asset Allocation Analysis
  • Portfolio Analysis (401k, TSP, 403b, IRA)
  • Alternative Investments, Stock, Bonds, ETFs, 
  • Stock options and Equity Compensation

Financial Planning

  • Wealth Accumulation Strategies
  • Cash-Flow Planning, Budgeting 
  • Retirement Distribution Planning
  • Employee Benefits Analysis
  • Tax Advantage Planning
  • College Planning
  • Planning for Business Owners

Legacy Planning

  • Wealth Transfer Strategies
  • Social Security Planning
  • Medicare Planning
  • Pension Maximization Strategies
  • Estate Planning Strategies
  • Gifting Strategies
  • Trusts Strategies

A La Carte Options

For clients who want guidance on one specific area of planning. 

Fee For Service

Individual Analysis tailored to your needs

  • Cash Flow Analysis
  • Budgeting
  • Debt Management
  • Asset/Investment Allocation
  • Retirement Needs Analysis

Risk Management

  • Life Insurance- Term, Whole Life, Variable
  • Disability Income Insurance
  • Business Key-man Insurance
  • Long-Term-Care Insurance
  • Annuities-Fixed, Indexed, Variable

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you. | (240) 406-9790

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