US-Based Services

Do you know where your money is? Perhaps you have recently changed jobs? We can help consolidate your assets to one location, enabling you to have one financial “quarterback” guiding you, all of your assets on one consolidated statement, and one website to easily monitor your assets.

College for a child or grandchild is a worthy goal, and thanks to many financial solutions, an achievable one as well. With many new college savings alternatives available, it is critical to choose the one that is best for your situation. Our financial advisors can help you plan properly for family college funding goals.

Estate planning techniques have dramatically changed over the past decade in order to meet requirements of more complex laws. It is no longer simply a matter of distributing your assets through a will. Direct transfers to beneficiaries, revocable living trusts, insurance policies, durable powers of attorney and living wills are all instruments to help provide a more orderly distribution of your estate to your heirs.

As world events influence financial markets, finding the right investments grows more challenging. Our financial advisors will give you the personal attention you deserve to help you make the right investment decisions for your situation. Understanding that you may have investments at other institutions, our advisors will analyze your entire portfolio to help ensure that we are presenting you with investment recommendations that will provide you a diversified asset allocation strategy designed to help meet your overall financial goals. Through our strategic partners, we are able to offer you a wide range of investment products to suit your personal investment strategy and portfolio for the long term.

Most of us recognize the importance of sound retirement planning, but few of us embrace the effort involved. We can help you plan for a long life while factoring in new expenses as your life evolves, such as increased healthcare costs and long-term care. Whether you are just beginning to build your nest egg or nearing retirement, our advisors can assist you in developing a customized plan!

Insurance can help protect our life, our ability to earn income, and to keep a roof over our head. Insurance can be an important part of a solid financial plan. We can help you identify and evaluate any gaps and offer potential solutions for added peace of mind.

Our Certified Financial Planner professionals have extensive knowledge in tax strategies and keep current with ever-changing tax laws. We will work with you to ensure that your money is invested with a sensitivity to potential tax implications. For those in a higher tax bracket, we utilize tax efficient portfolios. Every investor’s situation is unique, so it is important to discuss any tax or legal matters with the appropriate professional.