We seek to build long-term relationships with our clients. Our proactive wealth management strategies provide a personalized approach to planning the accumulation and preservation of wealth. This can eliminate many of the complexities associated with pursuing your financial goals.
Our specialized services include:
Integrated Financial Planning – Our specialist in asset allocation, investment research and issues concerning taxes and estate distribution develop a comprehensive accumulation and preservation plan that best meets your needs and goals.
Retirement Planning – Helping you determine if you are on track for retirement by developing cash flow models that calculate the probability of a successful retirement outcome
Estate Organization – Establishing an estate plan as part of your comprehensive wealth plan can be one of the most effective ways of lowering estate taxes, while providing for your family and leaving a legacy for the future. We coordinate with your attorney to implement your estate plan from beginning to end.
Risk Management Planning – Our advisors help evaluate your non-financial risk, such as umbrella coverage, long-term care coverage, life coverage and medical coverage to be sure the unexpected does not put a halt to your future retirement.
Small Business Planning – Our planning professionals will consult with you to evaluate or establish employee retirement plans, executive compensation programs and business buy/sell continuity strategies.
Trust Services – We provide access to comprehensive trust services customized to meet your individual needs. The Private Trust Company, N.A., An affiliate of LPL Financial, provides administration, tax reporting, compliance, and fiduciary services.