About Our Firm

✓ Establishing Post Career and Retirement Funding mechanisms

✓ Structuring Business and Career Continuation

✓ Communicating Estate Conservation techniques

✓ Analyzing both tangible and intangible assets, and plans for diversification and protection

✓ Health Care Design to protect and preserve the quality of your lifestyle

Our Three Step Process

Every financial situation is unique.  That’s why it’s so important to find out as much as we can about you and your financial goals.  Our process involves taking the time to discuss your hopes, dreams and objectives — the things that really matter to you.

  • Analyze and review your needs. We live in a world of unlimited choices. People often fail to achieve objectives because they try to accomplish too much at once, or they don't attach specific deadlines to their goals. By breaking down your goals to specific objectives, you can look at available resources and decide which goals are realistic, which need to be adjusted and scaled down, and which simply must be abandoned. As needed, we will work with you to identify and prioritize your objectives, and then help establish benchmark goals.

  • Develop and implement a strategy to help you achieve your goals. Based on our conversation and analysis, we will recommend a portfolio of products that can help you achieve your financial goals.   We can also coordinate your insurance and financial activities for you with the other trusted members of your team of financial, tax and legal advisors.

  • Monitor your financial plan's progress. Your needs and situation will change over time. Planning is not a one-shot deal. Strategies need to be adjusted periodically as your life changes.  We will work with you over the years to help keep your program on track with your changing needs.

Three Step Process graphic

✓ Cash flow analysis & budgeting

✓ Needs analysis

✓ Financial statements

✓ Goal setting & plan development

✓ Retirement planning

✓ Personal pension design

✓ Life insurance & legacy

✓ Elder care concerns

✓ Charitable gifting & philanthropy

✓ New business planning

✓ Strategic business structuring

✓ Succession planning

✓ Non-profit organization

✓ Tax Reduction Strategies

✓ Captive insurance techniques

✓ Concierge services through Wealth Management Solutions

✓ Work interruption planning

✓ NFLPA accredited

✓ Royalties & patents

✓ Tax strategies

✓ Payroll & bookkeeping

✓ Portfolio construction & management