Broker Check


How We Work

Wealth management is the collaborative process of helping a client optimize their goals and improve their potential through diligent financial planning.  Our goal in wealth management is to always do what is best for the client.  No matter the size of the account, our process applies to everyone.

Pension planning (and business planning) is at the core our practice.  We work with business owners to improve their retirement, tax-deductions, and key-employee retention tools to expand their business.  Additionally, protecting the business with long-term planning tools such as succession and buy-sell agreements helps maintain the business's future in line with the owner's goals.

Employee benefits planning is helping employees of businesses understand everything that is offered to them.  Businesses spend significant resources on these benefits, it is our job to make sure that they make the impact on employees that they intended.

Wealth Management

Comprehensive Financial Planning

Retirement Planning 

Investment Planning

Tax Planning

Estate Planning

Insurance Planning

Pension/Business Planning

Retirement Plans

Defined Benefit Plans

Target Benefit Plans

Money Purchase Plans

Profit Sharing Plans

401(k) / 403b Plans


Executive Benefits 


Stock Purchase Plans

Key Employee Plans

Deferred Compensation

Supplemental Executive Retirement Plans

Excess Benefit Plans


Rabbi Trusts

Secular Trusts

Business Planning

Buy-Sell Agreements

Succession Planning 

Employee Benefits

Group Benefits

Health Insurance

Retirement Plans

Stock Purchase Plans


Comprehensive Financial Planning

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.   |  347-728-0311