Our Services

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

Making the most of your employer-sponsored retirement plans and IRAs. Determine if your programs are uniform and in compliance. Make them easier to administer.

Making sure you don't pay a penny more than the law requires. Looking for ways to help reduce your current and future tax burden.
Reviewing your wills and trusts. Helping preserve your estate for your intended heirs. Helping with beneficiary designations. Reducing exposure to estate taxes and probate costs. Coordinating with your tax and legal advisors.
Property and Casualty insurance
Reviewing existing insurance policies. Recommending policy changes when appropriate. Finding the best policy for your situation.
Helping your business attract and retain qualified employees through benefit packages.