Steve and Scott provide our clients with a broad spectrum of services and resources as well as a variety of techniques and planning strategies. Both our individual and business clients benefit from the depth of our knowledge and experience in the areas of:

For individuals:

We provide a comprehensive approach to providing financial planning services to our clients.  Through utilizing a broad spectrum of investment products, we are able to provide investment solutions for the following needs:

  • Retirement distribution strategies using a bucketing approach to your assets, based on your income goal
  • Wealth accumulation approaches that help you reach your saving needs; whether they are educational,  life-situational or life cycle planning
  • Estate planning and wealth transfer strategies to assist you in creating the legacy of your dreams
  • Insurance solutions to protect you and your loved ones

For business owners:

We assist our business clients with advice and services to help them run their businesses smarter and more efficiently.  Some key areas of focus include:

  • Helping the business owner determine which type of retirement plan is most appropriate for his or her firm based on unique preferences.  Some examples of these plans include profit sharing, pension and 401(k) plans
  • Assisting in the selection and implementation of employee benefits such as health insurance, disability and life insurance
  • Providing the means for an owner to create a business continuation strategy like a succession plan or a key employee retention and/or replacement plan