Families & Individuals
Our clients think of us as their trusted partner in planning for their future and managing their wealth. We offer you direct access to your personal advisor and support team.
If you would like to learn how we can help you with your unique needs so you’re assured your finances are secure, contact us at 800-492-1107.
Services for Families & Individuals:
• Financial & Retirement Planning
• Portfolio Management
• 401(k) Advice
• Social Security Maximization
• Tax & AMT Reduction Strategies
• Charitable Gifting Strategies
• Review of Health, Disability, Long-Term Care and Life Insurance
• Management of Trust, Estate, Conservatorship and Custodial Accounts
• Inheritance & Estate Evaluation, Settlement and Distribution
• Asset Protection Strategies
• Health Care and Assisted Living Coordination
• Financial Education and Meetings with Children & Grandchildren