How We Can Help

Individuals & Businesses

Our reputation thrives on our high-level of customer satisfaction. When our clients are truly confident in their financial stability, we have done our job.

For Individuals & Families

Our team will listen carefully, analyze thoroughly and partner with you to develop a comprehensive wealth management plan that will help you live the future you want and create a lasting legacy.

Investment Planning

We can design a strategy to help you invest your assets in order to meet your financial goals, taking into consideration your personal situation and appetite for risk.

Risk Management

Our team can do a risk assessment and help find ways to better protect your income and assets. Our long-standing relationships with major insurance networks enable us to find the providers that best meet your needs.

Tax Planning

We can identify opportunities to put in place strategies that can help reduce the impact of taxes on investment returns and income.

Special Needs Planning *

We will work with you through the maze of legal and financial complexities surrounding planning for the future of dependents with special needs.

Retirement Planning

We have the expertise to help you develop a comprehensive plan and will work with you over the years to make sure that plan evolves as needed.

Education Funding

We can help you develop a strategy to accumulate funds for this important expense within the context of your other saving and investment goals.

Estate Planning

Proper estate planning can help you pass on more of your wealth to your family and charities than to taxes. We can tailor an estate plan that assures the legacy you want.

For Business Owners & Their Employees

We develop strategies to help you maximize the use of business dollars, help your employees make the most of the benefit programs you provide, deliver customized value-added programs for key employees, and put in place business continuation programs for business owners.

Employee and Executive Benefits

We offer a range of products and services including group and voluntary benefits, executive benefits, retirement and savings programs and individual financial services. Each program is supported by an exceptional level of service for you and your employees.

Business Continuation Strategies

We can recommend ways to preserve and protect the value of your business to better facilitate its continuation and/or subsequent transfer to family members, key employees or other parties.

Comprehensive Benefits Consulting

We can benchmark your current benefit programs against a variety of alternative carrier and companies to help you get the best plans at the best cost for your business.

Employee Education and Guidance

Our team offers corporations and not-for-profit organizations a comprehensive turnkey program that provides employees with objective financial solution that connects the benefits you offer with your employees’ overall financial strategy resulting in increased benefit utilization and overall loyalty. These highly effective education programs are provided at no cost to you or your employees.

Any chance I get, I recommend Ben and Josh to my friends and family. It’s not only about what they know about financial planning, which is a lot, but it’s how much they care about me and my well-being. They’re phenomenal.