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For Individuals and Employers

For Individuals

We'd like to guide you through the steps to financial independence. If you are looking for a trusted advisor who can work with your accountant and attorney, we fit the bill. If you have a specific idea in mind, we can give you options and help you make an appropriate choice. We will guide you to evaluate your financial independence through four steps.

  1. Prevent catastrophic losses by establishing basic insurances such as life, health, disability, and long term care insurance.
  2. Prepare for the unexpected with an emergency fund stashed in a CD or money market account. We offer both of these options.
  3. Set your long-term goals and put a plan in place to reach them. These plans may include retirement, college funding, or savings for your dream vacation or vacation home.
  4. Prepare to distribute your wealth during life and at death in the most tax-advantageous way.

For Employers

If you are an employer, we can work with you to provide appropriate and economical benefits to your employees. We will identify potential tax breaks for your business, such as cafeteria plans, and work with you to get them in place. For larger employers, we will help you evaluate whether self-insuring or partially self-insuring for health insurance is feasible, and we will locate the best administrators and insurers for your situation. For all groups, we will shop all the best companies and recommend a value plan to your and to your employees. We look forward to working with you!