Broker Check

Products & Services

We offer a full range of personalized services to assist you in managing day to day financial and non-financial matters. By combining technology with institutional capabilities, we can help coordinate the overall family lifestyle plan, designed to identify and execute on opportunities to preserve and enhance your wealth.

Investments/Financial Planning Services

  • Fundamentum – Redefining Diversification
  • Traditional Investing
  • Cash Management & Banking
  • Financial Analysis
  • Investment Consulting, Due Diligence and Oversight
  • Estate, Education, Philanthropic, and Legacy Planning
  • Risk Management / Insurance Review and Coordination
  • Income and Estate Tax Planning
  • Succession Planning
  • Trust Planning
  • We help you navigate the choices your company provides both while working and in retirement.

Corporate Services

  • Retirement Plans
  • 401k planning
  • 403b planning
  • Money Purchasing plans
  • Profit Sharing Plans
  • Buy/Sell agreements
  • Key man purchases
  • Cross purchase agreements

Corporate employee services

  • 401(k) plan contribution and investment decisions
  • On-going financial education
  • Retirement distribution planning
  • Pension distribution options:  Lump sum vs. Rollover
  • Stock planning:  Options, Stock Purchase Plans, Restricted Stock Units (RSU)
  • Net Unrealized Appreciation
  • Pre-59 ½ retirement distribution planning
  • Optimizing Social Security decisions
  • Roth 401(k) and IRA analysis
  • Selecting corporate insurance coverage for life, long-term care and long-term disability
  • Integrating your company plan with your personal financial plan
  • Prepare you for the eventual transition to independence from your company and company benefits