Broker Check

Advice and Strategies that Meet You Where You Are

Have you wondered if there could be better decisions available?

We provide a comprehensive range of services tailored to meet the unique needs of business owners, family enterprises, entrepreneurs,
and creative professionals who aspire to achieve creative goals. 

Financial Planning

  • Estate & Trust Planning Strategies
  • Charitable Planning
  • Goal Setting Support
  • Decision-Impact Analysis
  • Cash Flow Modeling
  • Tax Projection & Planning
  • Life Events & Transition Decisions
  • Debt Management

Business Planning

  • Business Evaluation
  • Exit & Transition Options
  • Family Business Succession
  • Key-Employee & Executive
    Compensation plans
  • Retirement Plans
    - 401K, Cash Balance Plan, SEP IRA

Risk Management

  • Insurance Needs Analysis
  • Buy/Sell Agreement Funding
  • Disability Income Insurance
  • Lifetime Income Planning
  • Long-Term Care Insurance

Investment Advisory

  • Direct-Indexing
  • ETFs and Mutual Funds
  • Alternative Investments
  • Educational Savings Account                
  • Donor-Advised Funds
  • Corporate Trustee Service*

*Trust Services provided by The MassMutual Trust Company, FSB, a wholly owned stock subsidiary of Massachusetts Mutual Life Insurance Company (MassMutual)