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Investment Management Services

You understand the power and importance of creating, implementing and following a plan – and that’s contributed to your success. Your Financial Advisor is here to help you create a holistic financial plan that’s as unique as you are. Let us do your worrying for you. We aim to take the stress out of planning by offering you a full-service, holistic wealth planning solution. Our team approach allows you to take full advantage of the professionals on staff that can strategically evaluate your financial situation and goals. Our team creates long-term, cash flow planning for inflows and outflows, driven by your Family Index Number. Our team works with you to align their experience with your financial needs including:

Portfolio Management

Our team works with you to make the most of your employer-sponsored plans and IRA’s, and helps you determine how much you will need to retire comfortably. We will help you to determine your asset allocation needs, but helping you to understand your risk tolerance and what types of investment vehicles will help you pursue and potentially exceed your goals. Learn more

 Financial Planning

Our team designs a plan that evaluates your current financial situation and directs you towards potential financial freedom. We provide regular reviews and modifications, assuring that your Wealth Plan is current and dynamic. Learn more

Risk Management

Our team identifies risks which could tremendously impair your financial situation. We evaluate your life, long-term care and disability coverage to help find a suitable policy for your situation. Learn more

Estate Planning

Our team is here to help review your wills and trusts to help preserve your estate for your intended heirs. We will help with your beneficiary designations and determine ways to potentially reduce exposure to estate taxes and probate costs. Learn more

Tax Planning

Our team is here to make sure you don’t pay a penny more than the law requires, as well as look for ways to help potentially reduce your current and future tax burdens. We can also refer you to qualified tax professionals to help you. Learn more