Our team focuses on creating strategies designed for pre- and post-retirement wealth building and disposition strategies.  We address these needs by having an in-depth understanding of the investment opportunities that seek to provide asset protection, appreciation, and income generation.

From a product perspective, we focus primarily on equities, fixed income, and wealth management strategies.  In addition, we have depth in the Oil and Gas sector, real estate investment trusts (REITs), and small cap Aircraft Manufacturing Suppliers, to name a few.

We serve individuals and businesses in all areas of investment management strategies, including:

• Customized Retirement Program – Helping you make the most of your employer-sponsored retirement plans and IRAs.  Determining how much you need to retire comfortably.  Helping you manage your assets before and during retirement.
• Tax-Advantaged Investment Strategies – Looking for investment strategies to help mitigate your current and future tax burden, working with your qualified tax advisors.
• Estate Planning Strategies – Helping you preserve your estate for your intended heirs. Helping with beneficiary designations.  Potentially reducing exposure to estate taxes and probate costs. Coordinating with your tax and legal advisors.
• Risk Management Strategies – Reviewing existing insurance policies to help you find the best policy for your situation.
• Education Funding – Developing investment and accumulation strategies to help you save for your children’s education.
• Investment Planning – Determining your asset allocation needs.  Helping you understand your risk tolerance.  Recommending the appropriate investment vehicles to help you pursue your goals.
• Employee and Executive Benefits – Helping your business attract and retain qualified employees through benefit packages.