Individual & Family Planning

Financial Planning

A comprehensive financial analysis of your assets, liabilities, cash flow, and investments can help identify a clear path to a more secure future. We believe an integrated and holistic approach to wealth management can ensure an optimal level of asset management incorporating retirement and tax and estate planning.

Asset Management

There are numerous financial strategies and retirement income plans that can help you accumulate assets for the future, shield your business and personal assets from liabilities, and safeguard asset transfer to children and grandchildren. We can help you figure out what the right course of action is for your specific situation and objectives.

There are numerous financial strategies and retirement income plans that can help you accumulate assets for the future, shield your business and personal assets from liabilities, and safeguard asset transfer to children and grandchildren. We can help you figure out what the right course of action is for your specific situation and objectives.

Retirement Solutions

We work with our clients to design and implement a variety of accumulation and retirement income plans, offering insurance products, investment programs ranging from separately managed portfolios of stocks and bonds to mutual funds, and access to third-party wealth management programs. We offer a consistent process to ensure management of investment assets according to your goals, risk tolerances and time horizon. We then monitor your plan on a continual basis, and adjust and evolve as your needs change.

Estate Planning

A well-engineered estate conservation plan can minimize tax liability and ensure that loved ones are protected. We will work with you and your other advisors to assess the impact of state and federal taxes on your estate and suggest strategies to help minimize those taxes while meeting your personal philosophies and family needs.

A well-engineered estate conservation plan can minimize tax liability and ensure that loved ones are protected. We will work with you and your other advisors to assess the impact of state and federal taxes on your estate and suggest strategies to help minimize those taxes while meeting your personal philosophies and family needs.

Insurance Planning

Many people think that life insurance is only for people with families. While it is true that life insurance can help provide for the needs of dependents, life insurance also can be an important part of a well-thought-out estate, business succession or charitable giving plan. And permanent life insurance offers many living benefits as well, such as tax-deferred cash value accumulation. For all of these reasons, life insurance can be important for someone starting out - or for someone who’s starting over.

Disability and Extended Care Needs - To execute a sound retirement strategy, asset and income protection are a must. Designing a plan that encompasses managing costs for extended periods of care and disability insurance can help create the necessary balance in a portfolio to ensure stability and protection of assets.

Charitable Planning

Charitable planning allows you to support the organizations and causes that matter to you, while often providing immediate income streams and reducing your tax burden. Numerous charitable giving strategies exist, and we can help you design and execute a charitable giving plan that is in alignment with your personal and philanthropic goals.

Charitable planning allows you to support the organizations and causes that matter to you, while often providing immediate income streams and reducing your tax burden. Numerous charitable giving strategies exist, and we can help you design and execute a charitable giving plan that is in alignment with your personal and philanthropic goals.

Calculators

Newsletters

Subscribe to our Newsletter

Market Watch

Last Closing Prices

Ticker Name Percent Difference (when noted with %) otherwise Last Price Difference (where applicable)
Dow Jones Industrials 24,651.74 +0.58
Dow Jones Transportation 10,393.01 +0.63
Dow Jones Utilities 753.38 +0.37
Nasdaq Composite 6,936.58 +1.17
Nasdaq 100 6,466.32 +1.20
NYSE Composite 12,699.69 +0.56
AMEX Composite 2,553.65 -0.24
PHLX Semiconductor Index 1,250.89 +1.50
OSX Oil Service Sector Index 133.21 +0.35

[ Markets | Charts | Quotes | Portfolio ]

Market data delayed per exchange rules.
All quotes are in US Eastern Time (EST).
Market data provided by ICE Data Services. ICE Limitations. Powered and implemented by FactSet. Legal Statement.