Our clients are our friends and family

Our Services

Our clients are hard-working men and women who have entrusted us with their life and retirement savings — a responsibility we take very seriously. In today’s fast-paced world, we never forget that the assets we manage, or the advice we provide, can have a life changing impact on the quality of our client’s life.

If you are looking for a firm to provide you with experienced, comprehensive wealth management and people that care about you, not just your account size, you’ve come to the right place.

Our client services include:

  • Retirement Planning

    Retire the way YOU want. Don’t let the lack of a plan get in the way of the future you’ve always imagined. With our experienced team, we can help you create a plan that tackles obstacles so you can focus on what matters most in this new and exciting stage of life.

    • 401(k) management, plan implementation, rollovers
    • IRA Plans – Traditional, Rollover and Roth
    • Retirement Income and Budget Planning
  • Financial Planning

    You don’t have to feel that you’re at the mercy of the markets. With asset allocation and financial planning, we can help you diversify your portfolio to reach your individual goals.

    • Comprehensive financial and retirement income planning
    • Asset allocation planning
    • Cash flow plans
  • Investments and Portfolio Management

    Proper portfolio management can help you ride out market volatility and get you ready for the future.

    • Equities (stocks) – Listed and OTC
    • Bonds – Corporate, Government, and Municipal
    • No-Load Mutual Funds
    • Exchange Traded Funds (ETFs)
    • Real Estate Investment Trusts (REITs)
    • Equity Indexed Annuities (EIAs)
    • Institutional Money Managers
  • Legacy Planning

    Planning for your legacy is vital for the protection and care of your family and assets. By planning ahead, you can help reduce taxes on your assets and give more to your beneficiaries and family.

  • Insurance Solutions

    Insurance is the solution you never think you need until you absolutely have to have it. Having the right insurance solutions in place can prevent the loss of assets in the case of an unexpected tragedy, injury, or property damage.

  • Real Estate Planning

    We review various methods to help protect your property and plan for its transfer to future generations or other beneficiaries. We work with you to evaluate your overall cash flow to determine funding and analyze potential capital gains tax and ways to mitigate tax liability.

  • Small Business Planning

    Having a small business is an incredible idea, especially one that utilizes your existing skills and expertise. Having created, bought, or sold over 20 businesses, Jon shares the same passion for running a small business as many of our clients. We will work with you to:

    • Identify your business goals.
    • Create a business plan.
    • Review implementation strategies to make your vision a reality.
  • Education and College Planning

    We help you create a college savings plan based upon your cash flow needs, including 529 plans.

  • Long-Term Care

    Once you turn 65, there is a 70% chance you’ll need long-term care at some point.1 Women, on average, need 3.7 years of care while men typically require 2.2 years.1 Long-term care planning is an important part of retirement planning since long-term care costs can derail your retirement. Talk to us about adding it into your overall retirement strategy. 
    1 https://longtermcare.acl.gov/the-basics/how-much-care-will-you-need.html

It’s all about the cash flow! Let us help you build a retirement and financial plan that meets your goals with a team of experienced and friendly financial professionals. Fill out the form below for a complimentary consultation.
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