Financial Planning

Investments and Asset Management

We will create an investment strategy that’s designed to pursue your risk tolerance, time horizon, and goals. This means finding the portfolio or product that is right for you, which can include impact investing. We actively manage your investments and make changes when appropriate.

Impact investing otherwise known as sustainable or socially responsible investing is a strategy that aligns your personal values with your investment portfolio.

Retirement Planning

Many clients transitioning into retirement are focused less on taking risks and focused more on managing and preserving their wealth. We help clients analyze their income sources and determine how to match them with future expenses so that it will last through retirement.

Employer Plans

A company-sponsored 401(k) is one of the most common retirement plans, but when was the last time you managed your investments in this account? We can help you decide how much to contribute to this retirement account while you're working, as well as help you roll it over when you switch employers or prepare for retirement.

Social Security

As clients approach retirement, many have a number of questions regarding Social Security. How much will my income benefit be? How do I maximize my benefits? When should I begin taking Social Security? We understand the complexities of Social Security and can address our clients’ questions.


A well-structed insurance strategy can help protect you and your loved ones from the financial consequences of unexpected events. Through our diverse access to products, we offer many insurance solutions, such as long-term care insurance, life insurance, and disability insurance.

Estate Planning

Many individuals, couples, and families don’t just want to make their assets last for their lifetimes; they want to leave a legacy for their heirs. However, the financial side of estate planning is often overlooked and can have a significant impact on one's family. We can assist clients in articulating their estate planning needs and coordinate the work of other professionals who may be needed, including attorneys and CPAs.