Our Services

Big Dreams Start With Big Plans

We take a holistic approach to help you pursue your goals. 

Integrated Financial Planning with WealthVisionâ„ 

Consolidate all your accounts, your assets and your information into one secure location, making your personal financial life easier. Our planning process will help you:

  • Understand your finances from a holistic point of view.
  • Create integrated strategies that take all your financial activities
    into account.
  • Identify long-term goals and the steps needed to pursue them.
  • Track your progress and make adjustments as you experience
    new life events.


Learn more: Planning Your Financial Future

How We Work

Our first priority is to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our success. Here's what you can expect:

Investment Review

  • Setting financial goals and understanding your risk tolerance.
  • Determining an appropriate asset allocation strategy based on the above considerations.
  • Analyzing your existing portfolio to determine whether the current strategy is consistent with your objectives.
  • Creating a new investment portfolio and/or making modifications to your current portfolio.
  • Continuous monitoring of your investments. 
  • Ongoing meetings to review performance, update your objectives and reallocate your portfolio, if necessary.
  • Aggregation of all your accounts to provide a holistic view and analysis of your holdings.

Retirement Planning

  • Developing a short and long-term retirement planning strategy; accounts may include 401(k), 403(b), 457, IRA, Defined Contribution or Defined Benefits plans. 
  • Analyzing your income needs to help you maintain a comfortable standard of living.
  • Helping you determine an income distribution strategy from your retirement plans.

College Saving

Reviewing college savings options for your children and grandchildren and creating a plan, which may include:

  • 529 plans
  • Savings accounts
  • Roth IRAs
  • Coverdell Education Savings Accounts
  • Trusts 

Family Wealth Planning

  • Assessment of your insurance needs and the adequacy of your existing policies, including life insurance and long-term health care.
  • Estate Planning for the inter-generational transfer and preservation of wealth, including trust structuring, custody and administration to provide asset protection. Trust services offered through The Private Trust Company N.A., an affiliate of LPL Financial.
  • Business Succession Planning techniques for closely-held businesses.

Educational Resources

  • Regular market and economic updates.
  • Blogposts to keep you current. 
  • Webinars and in-person events on important topics.
  • Videos, articles and infographics to help you make informed financial decisions.

Our Products

  • Managed Investment Accounts
  • Online Investing – Guided Wealth Portfolios
  • Mutual Funds
  • Exchange-traded Funds
  • Stocks 
  • Taxable and Tax-Free Bonds
  • Money Market Funds
  • Unit Investment Trusts
  • Options
  • Brokered CDs 
Your Financial Future

Your Financial Future

Ask us about WealthVisionâ„  today!

Start Planning Your Financial Future

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