Services for Individuals

We help clients build, manage, protect, and transition assets by focusing on planning, investments and risk management.

Financial Planning

Would you start a journey without knowing your destination?

Our process begins with understanding our client’s goals and objectives. We model current and future income, expenditure, assets and liabilities. We then incorporate the financial model into the planning process which includes advice on a variety of matters impacting their life. These include Estate, Tax, Social Security, Medicare, Business Succession, College and Retirement Planning.

Investment Advisory

Are you in the right vehicle to get to where you want to go?

We believe low-cost portfolios, diversified across asset classes and geographies, give investors the best prospect to achieve long-term asset appreciation. First, we identify our client’s ability to take risk and establish their time horizon. Next, we deploy their investments to a portfolio that matches their risk profile and aligns with their financial goals. Finally, we actively monitor portfolio allocations and make adjustments when necessary, accounting for market dynamics and target weightings.

Risk Management

Are you adequately protected against pitfalls along the way?

We review and analyze our client’s entire insurance portfolio to ensure their assets are protected against unforeseen circumstances. We will make recommendations for coverage to fill any gaps identified. As licensed brokers we offer coverages for Life, Disability and Long-Term Care.

Let Us Guide You On Your Financial Journey

Talk to an Advisor
marcFor Individuals