Our Services

 


We serve individuals and businesses in many areas of financial management, including:


 


  • Retirement planning   



Seeking to make the most of your employer-sponsored retirement plans and IRAs. Determining how much you need to retire comfortably. Managing assets before and during retirement. 



  • Tax management 



Looking for ways to help reduce your current and future tax burden. Referring you to qualified tax specialists.* 


  • Estate planning 



Reviewing your wills and trusts. Helping preserve your estate for your intended heirs. Helping with beneficiary designations. Seeking to reduce exposure to estate taxes and probate costs. Coordinating with your tax and legal advisors. 


 


  • Risk management 



Reviewing existing insurance policies. Recommending policy changes when appropriate. Finding the most suitable policy for your situation. 


  • Education funding 



Recommending investment and accumulation strategies to help you pay 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 and manage your goals. 


  • Employee and executive benefits 



Helping your business attract and retain qualified employees through benefit packages.


 


*You are under no obligation to use the services of any of the entities referred, and may choose any qualified professional to provide tax services. These entities and their services are not affiliated with LPL Financial and HighPoint Financial.