Services
We concentrate our services on meeting the financial needs of a select number of individuals, families, corporate executives, business owners, and entrepreneurs. In our practice excellent service is not incidental, but integral. Utilizing a team of professionals from a variety of financial disciplines, we offer a broad range of services, covering the following issues:
- Individual investment portfolio management
- Asset protection strategies
- Debt management
- Converting wealth to income
- Qualified retirement plan/IRA distributions
- Stock options and restricted stock strategies
- Gifting
- Charitable giving strategies
- Titling of assets
- Legacy planning to spouse/descendants at death
- Long-term care planning
