Our Services

Our services are designed to help individual and institutional clients develop successful financial strategies.  Additionally, we provide public service education programs.


Individual Services


It was not all that long ago that many investors could handle their own financial matters.  But the increase in life expectancy, rising college costs, plus the general increase in personal wealth, have given rise to financial challenges and opportunities that did not exist just a few years ago.  Often individuals need professional help in navigating the challenges and opportunities to determine the strategies that will achieve their financial goals.


Our personal services include


  • Financial Planning
  • Retirement Planning
  • Estate Planning
  • Planning for College
  • Investment Advice
  • Insurance (Life and Long-Term Care)

Institutional Services


We work with corporate clients to enhance their employee benefits.  Our services include 


  1. Establishing Retirement Plans - 401k, 403b, Simple IRA, SEP, Deferred Compensation Plans
  2. Helping employees establish 529 Plans
  3. Corporate Workshops - for more information, click on IFA Educational Servcies in the menu bar.

Community Services


Our advisors are available to address civic organizations, parent-teacher organizations or other organizations to provide information to their membership on topics ranging from 529 Plans to Long-Term Care Plans.