Individuals

Planning your financial future should be personal, which is why we tailor solutions to you. Our primary service is comprehensive financial planning but we provide assistance in everything from college funding to retirement income planning – and anything in between.

Comprehensive Financial Planning

We design and implement a custom financial plan tailored to you and your complete financial picture. We take into consideration all facets of your financial life, including your retirement needs and goals, and may collaborate with accountants, attorneys, or other professionals as needed.

Estate Planning

Would you like to leave something that will live on, even after you are gone? As a critical component of any financial plan, an estate plan can help ensure your personal wishes will be carried out in the manner you intended and that your family’s financial needs will be met.

Retirement Planning

We all have dreams for retirement. Realizing those dreams takes foresight, planning, and a serious investment in your future. Our aim is to help you create, establish, and work toward your individual retirement goals today so you can feel more confident in your tomorrow.

Legacy Planning

Legacies are not just for the very wealthy or famous. Everyone has one and can benefit from legacy planning services. Whether you are an elementary school teacher or own a business, we can help you create a clear plan that is reflective of your values, behaviors, and community involvement. What legacy will you leave?

Retirement Income Solutions

Do you know how to make your income last in order to cover expenses for a long, secure retirement? A retirement income plan can help you establish sources of income in retirement and calculate just how much money you will need.

College Education Funding

The price tag for a college education continues to climb, which means it’s more important than ever to save early to support your children and grandchildren. We will help walk you through the many possible college savings vehicles so you can find a strategy that works best for your situation.

Life, Disability, and Long-term Care Insurance

 Insurance can help protect you and your family against the cost of accidents, illness, disability, and death. We offer life, disability, and long-term care insurance to help minimize the financial and emotional impact to your family should the unexpected occur.