Financial Planning

A properly structured financial plan enables you to face any financial challenge that may present itself at each stage of your life.

Through the financial planning process, we can help you assess your financial needs and develop strategies that will enable you to achieve your goals and strengthen your financial security.

Pension and Profit Sharing Plans

Qualified retirement plans (defined-contribution or defined benefit plans, Keoghs, SEPs etc.) can provide significant tax advantages for closely held businesses and self-employed individuals. Our qualified staff can assist you in evaluating the type of pension plan that will best meet your needs and those of your employees.

Retirement Planning

Successful implementation and periodic review of your financial plan will ensure financial independence during your working life and through your retirement years.

Estate Planning

As you know, providing for business continuity and succession of ownership is absolutely essential. We can guide you through the complex process of getting your financial affairs in order. All of which will ensure the orderly transfer of assets to your beneficiaries, provide security for your surviving spouse, and reduce or eliminate the tax due on the transfer of your business and other assets.