Our Services

We serve individuals and businesses in all areas of financial planning, including:

Tax management

Looking for ways to reduce your current and future tax burden. Referring you to qualified tax specialists.

Estate Planning

Reviewing your wills and trusts. Assistance with trust funding. Seeking to preserve your estate for your intended heirs. Helping with beneficiary designations. Aiming to reduce exposure to estate taxes. Coordinating with your tax and legal advisors.

Investments

Determining your asset allocation needs. Helping you understand your risk tolerance. Recommending the appropriate investment vehicles to help you pursue your goals. 

Florida Residency

Determining whether Florida residency is right for you and if so, assisting you in establishing it.

Retirement Planning

Making the most of your employer-sponsored retirement plans and IRAs. Determining how much you need to retire comfortably. Managing assets before and during retirement.

Risk Management

Reviewing existing insurance policies. Recommending policy changes when appropriate. Finding the suitable policy for your situation.

Education Funding

Recommending investment and accumulation strategies to help you pay for your children's education.

Employee and Executive Benefits

Helping your business focus to attract and retain qualified employees through benefit packages.