Our Services
Investment Planning
We help you stay focused on the importance of developing a flexible plan and chart a path for you to help prioritize and accomplish your most important life goals during various life stages.
Insurance and Annuities
Insurance protection is a crucial component of a comprehensive, long-term investment plan. We can discuss policies for fixed and fixed indexed annuities, and a wide range of life insurance coverages.
Pension Plans
We will consult with your organization’s administrative team to evaluate opportunities, review your Investment Policy Statement (IPS), educate members, provide well-informed answers, and discuss results.
Investments
Through our association with &Partners and Fidelity’s NFS, we can utilize the vast resources of a premier, global financial services firm to offer a broad range of products and services.
Retirement Planning
Our retirement planning services are designed to allow you to identify your specific retirement objectives and develop a plan to help you achieve them.
Asset Protection
Our team will work with you and your tax and legal professionals to help create an estate plan to protect yourself, your loved ones, and your assets to provide comfort for your family.