Our Services

 We are proud to offer the following services:

  • Wealth Management
  • Financial Planning
  • Taxation Efficient Strategies
  • Retirement Planning
  • Insurance Products (life, disability, long-term care, group products)
  • Estate Planning Strategies 
  • Education Funding Strategies 
  • Investment Management
  • IRA Consolidations/Rollovers
  • Small Business Planning
  • Lump Sum Pension Distribution
  • Pension Payout Alternatives
  • Pension Transfers/Rollovers
  • Charitable Giving Strategies
  • 401K/Group Retirement Plans

 

We will work with you and your tax and legal advisers to help you select the most appropriate product solutions to suit your specific needs and circumstance.