Broker Check

Planning for Individuals & Families

With a CERTIFIED FINANCIAL PLANNER™ professional on our team, we specialize in comprehensive financial planning through a holistic lens. We strive to help you establish your goals in life, determine your assets and liabilities, and evaluate your current financial position. From there, we can implement a financial roadmap. In developing a sound and comprehensive financial plan, we assist with:

Investment Management

We forgo model portfolios and instead build a customized and diversified portfolio that complements your other planning concerns. After we define your objectives, we develop a portfolio that may consist of bonds, Exchange Traded Funds (ETFs), mutual funds, stocks, or other investment vehicles, emphasizing risk management and diversification.

Retirement Planning

Whether it is five or twenty five years away, it is important to plan ahead for retirement. We can help you determine opportunities for building a consistent income that will last throughout your retirement, from contributing to a 401(k) plan to identifying appropriate annuities. We also provide advice on minimizing unnecessary taxes on your investments, including 401(k) and IRA rollovers, and more.

Estate Planning

Preserving assets and transferring an estate to family and heirs can be complicated and confusing. Regardless of how large your estate is, it’s important to plan what will happen to it upon your death. We help you articulate your estate planning needs and coordinate the work of other professionals who may be needed, including attorneys and CPAs.

College Planning

A major concern among families is determining how they will pay for their children’s college expenses while balancing their own retirement planning. We can help you evaluate funding and savings options (such as 529 Plans or education trusts), and create an education strategy tailored to your goals.

Cash Flow Analysis & Debt Management

Many younger clients are concerned with growing their family and careers while paying off debt and building up their savings. We can assist you with debt analysis, consolidation, and budgeting. We develop debt management tactics designed to improve your cash flow, which may include refinancing, consolidation, or changes in tax withholding. From there, we can create a financial strategy for the future and help you stay on track.


Without the right type of insurance to protect your assets, you could be leaving yourself vulnerable. With access to a wide array of insurance products, we help you determine what type of coverage is appropriate for your circumstances, including life and disability options.