Our Services

Ed utilizes a team approach when addressing his clients' interests. Strategic relationships with attorney's, CPA's and other financial professionals assist them in providing the following services:

Business Planning:
We can assist you in the design of tax advantaged employer and employee benefit plans, using corporate dollars to assist you in attracting, retaining, and rewarding key employees, including yourself. We can also assist you in planning for the most efficient exit and succession strategies to help insure that your legacy lives on in accordance with your wishes.

 

Wealth Accumulation:
Before you can worry about protecting it, you have to make it. Whether helping you achieve your long-term goal of financial independence, or planning for life's major expenses along the way (college, wedding, vacations, second home, etc.), we have the experience and expertise to make it happen.

Protection:
You've worked hard to get where you are. Now it's time to protect what you've built against unforeseen contingencies such as premature death, a long-term illness, or disability. As unbiased advisers our product portfolio includes a wide range of life insurance, disability insurance, long term care insurance and annuities (both fixed and variable) from top rated insurance companies

Estate Planning:
In coordination with your attorney and CPA, we will work to help you develop a plan that provides for the eventual tax-efficient distribution of your estate, assuring that your hard earned assets pass on in accordance with your wishes, not at the discretion of Uncle Sam.

Financial Independence:
Whether you ever plan on actually retiring or not, wouldn't it be nice to know that at the very least, it is an option. Utilizing a combination of qualified and non-qualified retirement strategies we can help you develop a plan so you do not outlive your assets regardless of how long you and your spouse live.

Tax Planning
Working in coordination with your tax professional we will help you design a tax management program designed to help you minimize the effects of both federal and state income taxes. Remember, it is not what you make that matters, but what you keep that counts!


 

Our Dedication:
Ed takes pride in the specialized services and advanced financial strategies he is able to provide to his clients.

Ed regularly conducts Financial Management Workshops in the community, and seminars for business owners to teach them how to protect their business, enhance their personal wealth and eventually reap the rewards of their labor through business exit and succession planning.


 

 

 

Your Financial Partner:
We believe that helping you achieve your goals and objectives is an ongoing process. We take a consultative and educational approach when working with clients and establish a relationship of commitment and trust. We focus on identifying our clients' unique goals and strive to develop specific plans of action to help to achieve them. Many of the allied financial professionals that we consult closely with on your behalf hold advanced degrees in finance, law and accounting and add tremendous value to our services.