Today’s financial world is complex. But, with the right financial partner, it doesn’t have to be. You need confidence and clarity from your financial team. That’s why we never hide behind complicated jargon or push a one-size-fits-all solution. Rather, we provide straightforward, actionable guidance that you can trust.
Our wealth management and retirement plan teams use our in-house experience and expertise to help our clients achieve their financial goals. We uncover missed opportunities that help our clients minimize their taxes and maximize their wealth.
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Spend less time worrying about your financial life. Successful individuals and families need different tools to preserve and grow wealth. We help our clients understand their options and develop strategies to meet multi-generational and philanthropic goals.Learn More
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Third Party Administration
Company retirement plans are important to us. Our team of actuaries and analysts can provide the high level of attention and service that our clients deserve. We handle the day-to-day details and ever-changing regulations of company retirement plans.Learn More
Retirement Plan Consulting
Retirement Plans are flexible. We educate businesses on plan design possibilities. Whether a client’s goal is to attract top talent, maximize tax-savings for the company’s principals or achieve other unique objectives, we have the expertise to customize a plan specifically for our clients.Learn More
Own your financial future. Our clients often have an idea of what they want in retirement but are unsure of how to achieve it. We work with our clients to provide clarity and confidence around the financial decisions encountered during the different stages of life.Learn More
Keep and grow the wealth you’ve worked so hard to build. The tax code is vast, yet certain regulations provide opportunities to minimize your tax bill. Working closely with our clients and their other advisors, we identify strategies to help our clients keep more of what they have earned.Learn More
Recent Blog Posts
Opening up a 529 Plan is the best way to save for education expenses. In addition to providing a great means by which one can save for the ever-increasing costs of education, there are current and future tax benefits to enjoy.
See our recap of August's key statistics and market commentary below.
We are currently in the longest running bull market recorded since World War II. On Tuesday, Aug.21, the current bull market, which started on March 9, 2009, tied the previous record and a few days later broke the record after hitting all-time highs yet again. The previous bull market lasted 3,452 days, just over nine years and five months. The current bull market will continue as long as all-time highs continue before the next 20 percent drop. The previous longest bull market started in October 1990 and continued through early 2000. As of Aug. 21, 2018, the current bull market has seen the S&P 500 price return 319 percent while the previous longest bull market price returned 417 percent. If you consider reinvestment of dividends, the returns would be much higher— 535.65 percent and 410.98 percent, respectively. During the current bull market, small cap stocks, as represented by the Russell 2000 Total Return, outperformed the S&P 500 Total Return by about 46 percent; during the last bull market, the Russell 2000 underperformed by about 95 percent.
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