Our Services

 

 

We serve individuals and businesses owners.  We have a particular passion for helping families prepare for and then realize a successful retirement. Our services include:
 

 

 • Retirement planning - Help making the most of your employer-sponsored retirement plans     and IRAs. Determining how much you need to retire comfortably. Managing assets during the growth stage, in the years approaching retirement (pre-retirement), and during retirement.

• Tax management - Help making sure your portfolio is tax-efficient. Developing tax-efficient investment strategies. Working with your tax professional.

• Estate planning strategies - Working with estate-planning and trust specialists available through Janney and its affiliates to help review your wills and trusts, preserve your estate for your intended heirs, establish beneficiary designations, reduce potential exposure to estate taxes and probate costs and coordinate with your tax and legal advisors. 
 
• Education funding - Recommending investment and accumulation strategies to help you pay for your children’s education

• Risk management - Reviewing existing insurance policies.

• Investments - Determining your asset-allocation needs. Helping you understand your risk tolerance. Recommending the appropriate investment vehicles to help you reach your goals.