Compound interest is the 8th wonder of the world. He who understands it, earns it…he who doesn’t…pays it.” —Albert Einstein

Is compound interest working in your favor or is it working against you? Are your assets growing at the rate that’s appropriate for your stage of life? If you’re like most people, debt and other worries about money could be keeping you up at night—especially when it comes to preparing for your family’s future. We know how to tackle the financial problems that keep you up at night. By tapping into our years of experience, training and research, we create strategies that can help you organize your finances to fit your needs today and the transitions that await you tomorrow. If you already have a portfolio, we’ll check to ensure that it is appropriately allocated for you, and if you haven’t set up a portfolio yet, we’ll help you get started. Specializing in retirement, business and legacy planning, we design tax-efficient plans with the long view in mind, and we use time-honored investment practices that can help your assets grow.

Retirement and Investment Planning

When designing retirement plans, we create strategies to help you accumulate wealth according to the time horizons you’ve designated so that upon retirement, you can begin earning income through distributions. We design distribution schedules based on your needs, values and goals. We specialize in handling 401(k)’s, IRA’s and investment rollovers. 

Legacy Planning

We help you to provide for and protect your loved ones, and we provide answers to vital questions:

  1. How will you preserve your family’s lifestyle when you pass away?
  2. What will ensure that your assets are passed appropriately to your next generation?
  3. What will keep your business going after the death of a partner or owner?

We handle the details to help you organize and allocate your assets so that they go to the people you care about the most. By integrating life and health insurance planning in our recommendations, we create plans that make space for each stage of life. We network with trusted tax and estate attorneys who can help with your legacy planning. As you meet with other team members, we stay with you to help ensure you receive the service you need.

Business Planning

Many employers don’t realize how many options are available to them in designing retirement plans for their employees. We offer varied options for finding the right fit for your employees. Finding a plan that works for your business is part of our job.

Retirement and Investment Planning

Retirement Plans

Tax Plans

401(k) Planning

403(b) Planning


Common Stock

Educational IRA

Traditional IRA


Simple IRA

Brokerage Accounts

Treasury Bills

Government Securities

Variable Annuity


College Plans

Roth IRA

Business Planning

401(k) Planning

403(b) Planning

Tax Planning

Money Purchasing Plans

Profit Sharing Plans

Executive Compensation

Group Health Insurance

Disability Income Insurance

Legacy Planning

Estate Planning

Wills and Trusts

Life Insurance

Long-term-care Insurance

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.   |  248-731-7589