Services & Solutions offers advice-only financial planning services as well as product consultation services. We are completely independent of any manufacturer and maintain a vast product shelf. This enables us to recommend solutions uniquely suited to each and every client.

Retirement & Estate Planning

  • severance & inheritance planning
  • retirement income planning
  • business advisory & transition planning
  • family harmony & succession planning
  • philanthropy & legacy planning
  • will & trust planning

Private Client

Our bundled wealth management service.

Individual & Group Benefits

  • life, disability, critical illness & long term care insurance
  • executive pensions & deferred compensation arrangements
  • group benefit & savings plans
  • health spending accounts & cost plus arrangements
  • plan design, contract analysis, claims support & administration

Our Fees offers both fee and commission-based arrangements and would be pleased to discuss these options as they relate to your specific needs. Initial consultations are complimentary.