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How We Work

We focus on supporting small business owners, families, women, and pre-retirees in their financial plans. Families, women, and small businesses are often closely intertwined, so it makes sense that we are equipped to help all of these groups. As individuals age into pre-retirement years, they encounter new, and often unfamiliar, decisions. While all the needs of family and business are complex, many clients share the common concern of having enough money to maintain a comfortable life in retirement.

Whatever your circumstances, our aim is to help you maintain a peaceful financial life. In order to do this, we offer many services that can support families, individuals, and businesses in reaching financial goals.

For families and pre-retirees:

  • Financial planning
  • Retirement planning—specifically to age 50+
  • Investment advisory services
  • Risk management analysis
  • Property and Casualty Insurance
  • Income Protection
  • Life and Long-term care insurance

For small business owners:

  • 401(k) and simplified pension plans
  • Business evaluations
  • Executive benefits
  • Employee benefits
  • Financial Planning

For women:

Because families are complicated, we are committed to addressing the needs of everyone, especially women, as they go through a high proportion of life transitions. Many women reduce work hours in order to care for new babies; others choose to stay home to raise children and then re-enter the work place. Many go through unexpected divorces, often leaving them unprepared financially for a future on their own. Even women who are married or who never marry are finding that they need to establish better financial awareness and preparation for a comfortable retirement. They cannot simply rely on a pension plan or a 401k, nor can they assume that someone else will take care of their finances for them.

We maintain specialty designations in these fields:

  • Retirement income planning
  • Chartered retirement planning
  • Chartered long-term care 

For more information about our firm and the services we offer, send us a quick email or call the office. We welcome the opportunity to speak with you.   |  (704) 541-2735