Our Services

Helping people manage all aspects of their wealth by holistic planning through a diverse menu of services and products:

? Investment and Wealth Management
? Fee based planning / consulting (hourly)
? Retirement Planning
? Divorce Planning (before, during and after)
? Estate Planning Strategies
? Asset Protection Planning
? Business Continuation and Buy/Sell Funding
? Life Insurance (Individual and Group)
? Disability Income Insurance (Individual and Group)
? Long Term Care Insurance (Individual and Group)
? Health Insurance (Individual and Group)
? Annuities
? Educational Funding
? Structured Settlements and Settlement Planning (Provided in conjunction with AXA’s Settlement Planning Group)