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Our Services

It's Your Future

Our first priority is helping you take care of yourself and your family.  We want to learn more about your personal situation, and identify your dreams and goals. 

Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.

Our site is filled with educational videos, articles, slideshows, and up to date information designed to help you learn more and how our services may be a value to you.  As you explore our site, send me a note regarding any questions you may have and we invite you to come in for a complementary meeting or workshop to learn more with no cost or obligation.  

The Fiduciary Comprehensive Wealth Management Process 

To help you reach your retirement goals, we have developed a process to help you get more life out of your assets and income for your "golden years".  Using this step-by-step wealth and lifestyle optimization strategy, we design, implement and monitor a financial plan built around you.  This exclusive approach to financial planning is designed to help you realize your personal and financial objectives so you can focus on the other important aspects of your life.

Our process begins with a meeting to fully discuss your timeline, goals, and concerns.  We then conduct a thorough analysis of your current financial position in the context of your needs and goals.  This allows us to work together and create a customized plan that addresses your specific objectives.  We then work to achieve efficient and tax-wise management of your assets.  Finally, our ongoing counseling is structured to help you attain your goals, enrich your lifestyle, and avoid any unnecessary economic losses.

To ensure that we thoroughly address your concerns, our firm receives the support and experience of qualified specialists including Certified Public Accountants, estate planning attorneys, and insurance professionals that we have been working with for years.

Services: As an independent financial planning firm, we provide a variety of services to meet your needs as a fiduciary including:

Comprehensive Analysis of Current Financial Situation

Current Position and Net Worth Analysis

Investment Planning and Analysis and Design

Customized Planning of your Company Benefits

Retirement Planning and IRA Distribution Analysis, including age 70 1/2 RMD

Company Stock Option Distribution Strategies

Retirement Package/Lay-off Package Analysis

Survivorship Planning 

Estate Planning/Family Wealth Strategies

Income Tax Planning and Reduction Strategies

Estate Preservation and Long Term Care Planning

The goal of going through this planning process is to help you:

  • Feel more confident that you have a trusted, experienced professional on your side
  • Determine clear financial goals and a plan to achieve them
  • Find yourself in a better position to manage overall risk and grow your assets
  • Minimize your income taxes using advanced planning strategies
  • Identify and address potential roadblocks to financial prosperity and security

Your financial needs are our top priority.  Therefore, we will always remain committed to helping you attain your financial objectives and your vision of the future.

Ron's caring nature, along with his unique ability to convey sophisticated financial concepts in an easily understood manner, enable him to develop an excellent rapport with his clients.