What We Do

Through our affiliation as Investment Advisory Representatives of United Planners Financial Services, Member FINRA/SIPC we offer the following services:

Financial Life Planning

We spend time with you to understand your hopes, needs and fears so we know which financial reservoirs need to be filled for you to feel comfortable. Then we develop scenarios for you to choose from that offer different retirement, investment and income options.

Investment Management

You worked hard for what you have, and we want to help you grow it and distribute it as you see fit. We review and recommend investments based on your needs, tax sensitivity, interests, risk tolerance and time horizons. This enables us to determine which financial reservoirs need to be filled so your money is available when you need it.

Multi-generational Estate Planning

Balancing your own financial needs against your desire to leave a legacy or care for future generations requires expert assistance. We work with your lawyers or accountants to develop plans that transfer your wealth to the people or organizations that matter to you.

Risk Management and Insurance

We help you review the odds of incurring an expensive disability, not living long enough to take care of people who matter to you, needing in-home assistance, and other potential risks. Then we can help you develop a plan to minimize the financial impact.

Socially Responsible Investing

Many of our clients want to align their investments with their values. We are experienced in reviewing options through the lens of sustainable, responsible investing. We work with you to determine your priorities and ensure our recommendations meet your expectations.