Our Services

Money means different things to all of us. And what colors our attitudes toward it, or what we want from it, is a highly selective thing.

That’s why we make it our priority to get to know you as a person. Not only do we want to provide you with the most complete course of action possible, but we also want to enjoy the people we work with.

Once we complete the initial process of setting up your investments, it doesn’t end there. We’ll monitor the progress your money is making. And we’ll meet or talk regularly with you to make sure your investments reflect your current life circumstances.

Because we work so closely with you, we tend to think of our clients as our friends. So please let us know when something changes in your life—it could have investment ramifications, but we'd just like to know what's happening with our clients and our friends.

 

Individual Services

  • Financial planning offered through Commonwealth Financial Network
  • Fee-based asset management offered through Commonwealth Financial Network
  • Retirement strategies
  • Income for life
  • Qualified plan services
  • Education planning
  • Insurance planning
  • Estate and legacy planning
  • Charitable gifting

Business Services

  • Qualified retirement plans
  • Employee educational seminars