We work with people from all walks of life, providing fee-only financial planning and advice for everyday life. You will have the flexibility to engage us on either a one-time, as-needed, or ongoing basis. Whether you are building assets for the future - or seeking to protect, enjoy, and pass on those you already have - We can help you along the way.
Your financial objectives may include:
- Ensure retirement income
- Reduce the burden of taxes
- Minimize the effects of inflation
- Create and preserve personal wealth
- Maximize wealth transfer
- Establish charitable legacies
- Reduce the risk of financially devastating events
- Foster peace of mind through proper planning today
If you are looking for a financial team which is very knowledgeable about the intricate benefit plans of large corporations (such as Fortune 500 companies Kodak, IBM or Corning) . That's where we can help you.
Our staff is qualified to help with the unique planning opportunities these benefit plans present to you, whether you are: