Services You may already have a plan – but do you, really? You may have a pre-existing relationship with a financial professional. At some point, you may have also purchased specific investment, retirement and insurance products, or put an estate or tax plan in place - all with the hope that they would help address your financial concerns.Without a comprehensive strategy in place, you may not be able to help ensure that your products are working together to help you meet your financial goals. We believe individual products make sense... when they’re implemented within the context of a larger plan.Our clients include business owners, CEOs, Managing Partners, executives, physicians and attorneys. We assist them with a wide array of financial services, including: Estate Planning* Testamentary documentsEstate tax balance sheets and expenses Retirement Planning Maximizing company benefitsSocial Security and MedicareIRA and savings plan distributions Risk Management Group and individual insurancePersonal "umbrella" policyHomeowner's and casualtyLife and family protectionDisability income insuranceHealth coverage Cash Flow Analysis Current cash flowAsset-redeployment techniques Tax Planning Strategies* Income tax projectionWithholding and estimated tax analysisAlternate Minimum Tax Investment Planning Asset allocation, mutual funds and securities brokerage servicesIntegration of company benefits with personal portfolioImplementation of investment strategiesStock-option exercises *Estate Planning is done in conjunction with your estate planning attorney, tax attorney and/or CPA. Any discussions of taxes is for general information purposes only, does not purport to be complete or cover every situation, and should not be construed as legal, tax or accounting advise. Clients should confer with their qualified legal, tax and accounting advisors as appropriate.