Specific Services

-Fee-based Asset Management ($500,000 minimum per family) **

-Charitable giving strategies

-Personalized estate planning

-Key corporate employee benefits planning

-Life insurance trusts

-Post-retirement planning

-Transfer of a closely held business

-Trust management

-Utilization of tax-advantaged plans like IRAs, SEPs, and 401(k)s

-Working with loved ones to assure your plans are carried out

**Securities and advisory services offered through The Strategic Financial Alliance, member FINRA/SIPC.