COMPREHENSIVE WEALTH MANAGEMENT PROGRAM

Our Comprehensive Wealth Management Program is available to families with a minimum of $250,000 of investable assets. For those with a minimum of $500,000 invested there is no additional charge for our other financial services. Those between $250,000 and $500,000 will receive our other services at a 50% reduction from our normal fees. Our role in Comprehensive Wealth Management is that of a quarterback. We assemble a team of experienced, dependable professionals, attorneys, trust officers, accountants and others as dictated by your needs. We can work with your existing advisors. This gives you one contact person, which should free up a significant amount of your time and assure the coordination of the team effort.

Included in our Comprehensive Wealth Management Program is Investment Portfolio Management, and all of the financial planning services offered under our a la carte services.

A LA CARTE FINANCIAL PLANNING SERVICES

Not everyone qualifies for or needs our Comprehensive Wealth Management Program. For those individuals we will provide customized services on an a la carte basis. That is, you pick and choose the services you want and only pay for those services you need.

We offer the following Financial Planning services:
(You may click on each line for a detailed description)

Long Term Care Insurance
Investment Planning
Estate Planning
Retirement Planning - Accumulation Phase
Retirement Planning - Distribution Phase
Tax Planning
Life Insurance and Risk Management
Planning for Childrens Education

Consistent throughout our services is our adherence to a process that assures we have all of the relevant facts before making a recommendation.