Our Services

Individual Wealth Management

We believe in the power of holistic wealth management. Whether you’re saving for your children’s college, building your nest egg, or protecting your legacy, our firm works with you to create a personalized financial plan and investment strategy based on your unique goals.

Once we’ve crafted your personalized financial plan, we:

Implement a fully-customizable investment plan to match
Provide you with tools to monitor and track your progress
Offer you world-class fiduciary support every step of the way
Adjust your financial plan and investment strategy as needed

Your financial success is our #1 priority. Our firm is dedicated to helping you achieve the life you envision for yourself and your loved ones.

Retirement Plan Consulting

We’re passionate. We’re process-oriented. We’re service-focused.

No matter how big or small your company is, you and your employees deserve the opportunity to prepare for the best retirement imaginable. We’re committed to offering you exceptional services that strive to deliver exceptional results.

As a plan sponsor, we know you have questions like:

How can I maximize my retirement plan offerings while minimizing taxes?
How can I make sure my current plans are ERISA and IRS compliant?
How can I improve my benefit offerings to attract and retain key employees?
How can I get the most from my benefits plan?
How can I educate my employees on investing and retirement planning?

We answer all these questions through our holistic approach to retirement plan consulting.

As part of the LPL Financial Retirement Plan Consulting Program, we’re not limited to a small number of products and solutions like many other firms. We have access to a vast selection of financial strategies so you can be sure we’ll find the one for you.

Here’s an overview our comprehensive retirement plan consulting process:

1. We Assist You In Designing Your Custom-Made Plan

We start with a thorough assessment of your current retirement plan because there is no one-size-fits-all solution. We identify your business goals and objectives, then we assist you in deciding what plan options enable you to pursue those goals.

2. We Analyze Your Investments

We put systems in place aiming to help mitigate your risk and prevent you from being held personally liable for poor employee investment returns. We help you establish an Investment Policy Statement and monitor your plan’s progress.

3. We Provide Time-Tested Fiduciary Support

We know you’ll need ongoing support and guidance as you implement your retirement plan. That’s why we offer comprehensive ERISA fiduciary support and training to all our clients.

4. We Analyze & Benchmark Your Progress

We offer fee benchmarking so you can make decisions with confidence. We help you develop selection criteria, evaluate proposals, and manage your conversions.

5. We Educate Your Employees

Our approach to employee education is hands-on. We make sure your employees fully understand how their decisions today will impact them tomorrow. Should they have any questions, they’re more than welcome to contact us directly.

We’re passionate about helping you and your employees prepare for a brighter future. Our process is detailed and rigorous, but it’s one that empowers you to manage success. Contact us today to see how we can help you establish a time-tested retirement plan strategy.