We serve individuals and businesses in all areas of financial planning.  Our services are focused on the needs of those approaching retirement and helping small to medium sized businesses establish and improve their company retirement plans.  The process begins with an in-depth evaluation of your current financial situation. Once we’ve established your overall objectives, we’ll work side by side with you, so you're comfortable with the financial suggestions we make.

As your planning team, we can help you address the following issues:

- Investments

- College Funding for your Children/Grandchildren

- Insurance Needs

- Liabilities and Cash Flow

- Qualified Retirement Plan/ IRA's

- Stock Option Optimization

- Business Succession Planning

- Durable Power of Attorney

- Gifting to Children/Decendant Questions

- Charitable Gifting during Life

- Tilting of Assets

- Executor/Trustee Concerns

- Distribution of Wealth at Death

- Charitable Inclinations at Death

- Screening for Morally Responsible Investments

Janet and her associate, Eric Brinley, are also available to provide educational workshops for your school, not-for-profit organization, church, or business. These complimentary workshops provide clear answers to the financial questions your group may have.

To schedule an appointment or workshop please e-mail our office at the link below.

Click Here to E-Mail Janet