How We Work

Our typical business clients are closely-held small to mid-size businesses active in wholesale, retail, real estate, professional services, construction, manufacturing and food service. We advise our clients on succession planning, individual and group pensions along with employee benefits.

Our typical individual client services include all elements of personal financial planning from budgeting to investment advice to estate planning. We work our clients to determine their current scenario and their objectives. We then provide sound strategies to achieve those objectives and recommend appropriate financial products.

We work closely with the clients’ accountants, lawyers and other advisors on matters that affect a clients’ financial statement.

Together we will:

• Analyze your situation, identify and discuss any roadblocks to achieving your goals
• Identify any gaps and build a plan to help you achieve your short and long term goals and dreams
• Review and monitor your plan regularly to help ensure that it continues to meet changing needs.